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Quick Edit Claim


Quick Edit Claim

Last updated: 6/3/2020



The Icon   located next to CONTACTS on the Manage Claims page.   When you hover your curser over the icon a pop-up box will appear.  From here you can enter the Date of First Contact, Date of Scheduled Inspection, Date of Inspection, Date of Estimate/Review Complete, Date of 1st Report, Date of 2nd 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.


To enter the Dates:


  1. Click on the Calendar Icon and select the dates for the field needed
  2. Click Update to save the dates to the file

(Once the dates are entered the file is noted and visible to your client.)


To enter the Amount of the Claim for claims that are billed on a fee schedule:


  1. Enter the Amount of the Claim, RCV or ACV Amounts
  2. Click Update



To add a note quickly to the file, click on Quick Notes.   This will open the pop-up box and you will have the ability to put a note in the file, send an email, select services and charge for your time and expense.  For further instructions see the Notes section below.



To quickly add a Timelog to the file, click on Quick Timelog.  This will open the pop-up box and you will have the ability to put a note in the file, send an email, select services and charge for your time and expense.  For further instruction on entering your time see the Timelog section below.



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




Timelog & Expense

From the Manage Claims page hover your curser over the clock Icon  and this will display the total amount that has not been billed.   Click on the Clock Icon to open the page to invoice the claim.


  1. Change date if needed, otherwise date will populate with today’s date
  2. Add comments if you need to provide more information to your staff about this billing
  3. Select the correct Macro which will auto populate below once a selection is made
  4. Select the drop down for how you will be billing
  5. Select the appropriate code for your billing which will automatically populate the Code field once selected
  6. Add a description if you would like to add more details
  7. Fill in the quantity to be billed
  8. Click on Submit Timelog Entry
  9. Once a Timelog has been entered it will populate here under Services Entered.


If you need to add multiple Time logs, click on Add Service Row prior to clicking on Submit Timelog Entry.  Once you have added all your entries then click Submit Timelog Entry.


To add an Expense to a file:


  1. Click on Add Expense Row
  2. Click the drop-down to select the Expense type
  3. For the adjuster to get reimbursed for this expense you MUST check this box. If this is a cost incurred by your company then you would NOT mark this box.
  4. Fill in a Description
  5. Fill in the Amount that applies
  6. Click on Submit Timelog Entry
  7. Once the expense has been saved it will appear in the window below for Expenses Entered




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