Adding a note

• Select 'NOTES' from the left menu bar
• Click on 'ADD NOTE'button at t­­he bottom of the page
  • A pop-up window will open 
  • Depending on your instance and configuration, you may have the ability to select a note template from the ‘NOTE TYPE’ drop-down.
    Note: You need to select this before adding text to the ‘NOTE’ section, otherwise it will overwrite with the selected template.
  • In the 'NOTE' section add your text or modify the text provided in the template
  • If applicable, select the ‘Contact Type’ and ‘Contact Channel’ from the available dropdowns.
    Note: Contact type is used to confirm last insured or broker contact on the claim, and will update automated contact tasks and reminders.
  • Choose whether you would like to send this note to an external contact via email  
  • 'MAKE THIS NOTE INTERNAL' will lock the note for viewing by internal employees only, your suppliers and brokers will not see this note
  • 'SEND NOTE IN AN EMAIL' allows you to send the note content via email to your selected recipients.
    Note: Most templates are configured to highlight changes required. The highlighted areas are identified with the ‘<’ and ‘>’ symbols. Any text left between those symbols will not be displayed in the note.
  • Click 'SAVE' button
• You will now be able to see the recently created note as well as any other notes on the claim 
• If a note was shared via email, the note will have the text 'Recipients:' followed by each of the recipient’s emails

Note: The Add Note button is also available on the bottom of the Claim Details and Financials screens. Notes sent as emails will be in Plain Text format, not HTML.

Download notes

• To download the notes as a PDF, click on the 'DOWNLOAD PDF' button located at the bottom of the page
• Navigate to the folder where you want to save the PDF
• Click the 'SAVE' button

View notes

You can also view claim notes by selecting 'CLAIM OVERVIEW' from the left menu bar and scrolling to the 'NOTES' section.