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Step-by-step

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instructions

  1. Click on the "Modules" Icon icon.
  2. Click on the "Incident Management " Menu Itemmenu item.
  3. Click on the "Manage Claims" Menu Item menu item.

 


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4. Select the Incident from the "Incident Claim List", Screen screen.


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5. Select "TPA Cost & Notes", Tab tab.


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6. Complete the Details Under "Adjuster Note Detail", Screen.

A. Select the Activity Type from the pick list.

B. Click on the "Save", Button.

 

Image Removed  Click on Add for Incident Claim /Adjuster Note

Image Added7.  In Adjuster Note Details, user will be able to capture additional adjuster information 

4 additional fields (Phone, Fax, Email and Address)

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