EVO-X Notes Summary is a powerful tool designed to streamline your workflow by summarizing claim notes and providing additional functionality for managing your notes effectively. Follow the steps below or watch our quick GIF to make the most of this feature.
Accessing the Notes Summary Feature
Navigate to Notes: Begin by navigating to the notes section of the claim you are working on.
Click the Summarize Button: Locate and click the bright blue "Summarize" button. EVO-X will automatically generate a summary of the notes for that claim.
Interacting with the Summary
Ask Questions: After the summary is displayed, you can ask EVO-X questions to extract more detailed information or clarify specific aspects of the notes.
Managing EVO-X Responses
EVO-X provides options to handle its responses effectively:
Copying a Response: Click the "Copy" icon to copy EVO-X’s response to your clipboard for use elsewhere.
Saving a Response as a Note: Click the "Save" icon to save the response as a note. When saving, you can specify whether the note is visible to the client or for internal use only.
Viewing Saved EVO-X Responses as Notes
Once a response is saved as a note, it will appear in the notes section of the claim. The note will indicate that it was entered by you, with an internal tag showing it was generated by EVO-X.
Adding a New Note Manually
Navigate to Diary Notes: Use the top bar titled "Diary Notes" (highlighted in blue).
Click the Plus Sign Icon: To add a new note manually, click on the plus sign icon and enter your note details.
Tips for Using EVO-X Notes Summary
Use the summary to quickly get an overview of claim details.
Leverage the question feature to dive deeper into specific areas without searching through all notes manually.
Keep client visibility settings in mind when saving responses to ensure appropriate information sharing.
By following these steps, you can maximize efficiency and maintain clarity in your claim management process with EVO-X Notes Summary