Viewing the Transaction History

You can now view the transaction history of a claim.  You can see this history by selecting Comments & Transaction History under the More Actions button or through the View Details menu.

You will find the Claims Transaction History at the bottom of the menu.

Viewing and Adding Comments to a Claim

You can add a comment to a claim under the Add Comment section by typing your comment into the field and selecting Save.

After the system saves, your comment will appear below.

Viewing Comments and Transaction History from the Clients View

It is also possible to access the Comments & Transaction History from the Clients view.  Under Insurance, when you select Create Claim, you will have the same ability see the Comments & Transaction History as well as make comments.

Please note that you will need to select Save to the right of the add comment box to save your comments.