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Creating Claim Level Comments

Updated over a year ago

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Depending on the place you are creating a comment from, it can be at case level or claim level.

To create a comment that will stay at the claim level (no matter how many cases are under that claim: 812s, 830s, 840s, etc.), create comments from the following sub-tabs on the Claim Info tab:

Claimant sub-tab:

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Injury/Job sub-tab:

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Claim File Notes sub-tab:

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You can create Comments that will stay on the claim from any contact. Click on the ellipsis [...] on the contact and the drop-down will give you the option to create a Comment:

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Another place that allows you to create a Comment on a contact from is the overview of a case. When you are in My Cases list, if you expand the view of the case by clicking on the down arrow at the beginning of the line, the case overview will open:

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If there are contacts on the case (Claimant, Claim Manager, Attending Physician, etc.), you can click on the ellipsis [...] under the contact and select the option to create a Comment:

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The last place to create Comments from that stay at claim level is the claim documents on the Documents tab:

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