Create a templated case note that Claims Consultants can easily use on claims on a given service to guide them through the work that needs to be done and create potentially reportable data snapshots that can be compared at different points in the case.
Note: The custom case note fields are for internal reference only in order to provide better structure and guidance than the usual Description field.
Go through the Admin tab > Services sub-tab > access the service where you want the custom case note to show > Custom Case Notes tab > Add Custom Case Note button:
You can choose to create a new custom case note or bring one in from a service where you have already created a custom case note:
If you choose to create a new template, you will need to add the different type of fields that you want to show in the case note:
Note: The Description and Case Tag preset fields can optionally be selected for inclusion. These are the only preset fields at this time but more could be made available upon request.
Once you save the custom case note on the service, the Claims Consultants will start seeing the option in the Case Note drop-down in the case header only:
The case note or To-Do that will be added to a claim will always have some fields such as Goal, Complete Date, Completed By, Hours, Activity type, Engagement, and Contacts no matter what other fields are added at the time of the custom case note creation on the service. The non-billable check box will still be available, as well:
