When using Claim Maker LITE your organization is responsible for creating all batches and cases manually.

This can be done 2 ways – manual batch creation or batch creation by uploading documents to create the cases.

## Creating Cases Manually

<Steps>
<Step>

Create a new Batch

![Create a new Batch](/uploads/2026/06/11348e66-b08f-4a1a-8076-e9f25ea3e2ee.gif)

</Step>
<Step>

Once the batch is created, select Create Case from the Cases action menu.

![Once the batch is created, select Create Case from the Cases action menu.](/uploads/2026/06/8ac69701-716e-49e7-ae79-0c895b3e7f47.png)

</Step>
<Step>

Enter Required Patient information to set up the case and click create case.

![Enter Required Patient information to set up the case and click create case.](/uploads/2026/06/f3e34b24-dd25-4c9f-9509-9b360664ad15.png)

</Step>
<Step>Use the document pane to upload patient files for this case.</Step>
<Step>Repeat this process to add all cases to a batch</Step>
</Steps>

## Create Cases from Documents

<Steps>
<Step>Create a new Batch</Step>
<Step>

Once batch is created, select the newly created batch and then select Create Cases from Documents from the Cases action menu

![Once batch is created, select the newly created batch and then select Create Cases from Documents from the Cases action menu](/uploads/2026/06/6880e5a2-df7a-4432-8bb2-d1cdceaa9bc1.png)

</Step>
<Step>

Select up to 10 patient pdfs – make sure each pdf is a separate patient. For each document uploaded- add patient first and last name

![Select up to 10 patient pdfs – make sure each pdf is a separate patient.](/uploads/2026/06/81188b06-2449-4526-92b5-d056fcf4e37a.png)

</Step>
<Step>Click Upload</Step>
<Step>Patient Cases should be created – 1 case per pdf uploaded.</Step>
<Step>Continue Update information using Data Entry View for each case</Step>
</Steps>

![Continue Update information using Data Entry View for each case](/uploads/2026/06/91cded0e-7075-4967-b0d9-b5fac97b0937.png)