Quick Edit Claim Options

Overview:  The Quick Edit Claim feature allows for Employee User Roles (Admin, Branch Admin, Admin Clerical, Staff Adjuster, Sr. Adjuster, and Adjuster) to quickly edit certain data fields within a claim.  See below:

Table of Contents:

I. Enabling and Managing Quick Edit Claim Options

II. Using the Quick Edit Claim Pop-Up

I. Enabling and Managing Quick Edit Claim Options: 

1. Click Settings

2. Click Quick Edit Claim Options

3. Select the box for at least one field in order for the 'Quick Edit' pop-up icon to appear on the Manage Claims page.  If selecting 'Amount of Claim', one other field must also be chosen.  

The boxes that are marked will appear on the pop-up for your Adjuster level users (including Staff and Sr. Adjusters), along with the boxes for Date of Estimate/Review Complete, Date of 1^st Report, Date of 2^nd Report, and Date of Claim Complete.  ALL fields will be available to Admin, Branch Admin, and Admin Clerical level users. 

4. Click Save

II. Using the Quick Edit Claim Pop-Up:

1. Click Manage Claims

2. Hover over the icon (located next to 'CONTACTS') of a given claim to reveal the Quick Edit pop-up

3. Enter the necessary information

-To enter Dates: Click on the Calendar icon and select the dates for the field needed.  The (*) denotes fields where the date will be recorded into Diary Notes and made Visible to Client. 

-does put date of inspection scheduled in notes on first entry (even if only date entered) but does not put the updated date/time in notes (see FT-0012 in demo)-BUG?

-Enter Amounts: Enter the Amount of the Claim for claims that are billed on a fee schedule

-Quick Notes: 

To quickly add a note, click on Quick Notes.  This will open the pop-up box and you will have the ability to put a note in the file, set a reminder, select Milestones, choose notification methods, send the note in an email or text message to users within your system and finally you can choose to send the note as an email to the Primary Insured, Primary Claimant or enter an email address in manually.

1. By selecting the quick entry note from a file the File # will automatically fill in
2. The current date will auto fill, if this needs to be changed click on the calendar next to Note Date:
3. Type your note, Enter your Diary Note here:
4. Set a reminder to follow up if needed by check marking Remind me about this on, select the date from the calendar and add a time
5. Check mark if you are meeting a Milestone in the file
6. If you are documenting a call, select if the call was Incoming or Outgoing
7. If you want this note to be Visible to Client mark sure this box is checked
8. Select if you want to set a FileTrac Alert, Email/Text Message or set a FileTrac Reminder (to set a reminder you must enter a date by clicking on the calendar
9. Check mark the FileTrac users that you want to receive the email or text message. (Texting can only be done to those showing (TXT) following their name
10. Check mark if you want to Email the Primary Insured, Email the Primary Claimant or Email a specific email address and enter the address in the field
11. Check mark Use File Number for next Note if you will be entering another note for the same File #
12. Click on Submit Notes

-Quick Timelog:

4. Click Update

From here you can enter the Date of First Contact, Date of Scheduled Inspection, Date of Inspection, Date of Estimate/Review Complete, Date of 1^st Report, Date of 2^nd Report, and Date of Claim Complete by selecting the date in the calendar.  This will keep the dates in the pop-up and will automatically make a note in the file and mark it visible to your client. This pop-up is also used for Fee Schedule claims where you can enter the Amount of the Claim.   Once an amount is entered, this will automatically populate the correct amount on the Fee Schedule when the invoice is created. You can also quickly add a Note to the file or add a Timelog.

Hovering over theicon on the 'Manage Claims' page will reveal data fields that can be quickly updated from this pop-up.  See below: