This video tutorial discusses the features, functionality, and fields found on the claim's "Summary" tab.  Use the video's chapters to navigate to a specific topic within the video itself.  Use the displayed links when available to navigate to additional videos and/or articles related to this claim tab.

Video Chapters

• Introduction to the Summary Tab
• Claim Ribbon
• Claim Ribbon Indicator 
• Save, Print, Email, Text Buttons
• Save Summary Button
• Print Summary Button
• Print All Button
• Send Email Button
• Send Text Message Button
• Return to List Button
• Read-Only Fields
• Claim Reference Section
• CMS #
• Internal File #
• Claim Stakeholders
• Required Fields
• Claim Statuses
• Open - Not Assigned Status
• Assigned to Adjuster Status
• Adjuster Received/Working Status
• Pending Manager Review Status
• Approved for Closure Status
• Adjuster Action Required Status
• File Closed Status
• File Status Reason Field
• Closed Date and File Closed Status Setting
• Additional "Attributes" Section Fields
• List Manager Icon
• Primary Contact Section
• Insured Information and Phone Number Sections
• Insured Loss Location Section
• Map This Location Icon
• Insured Mailing Address Section
• Co-Insured Information Section
• Loss Description and Loss Cause Sections
• Prior Losses Section

Related Videos/Articles

• Send Email Button Video Tutorial
• Sending Text Messages Video Tutorial
• Assigning/Reassigning Stakeholders from the Summary Tab Video Tutorial
• Reopening a claim from the Summary Tab Video Tutorial
• Managing Prior Losses Video Tutorial
• Policy Tab Video Tutorial
• Contacts/Claimants Tab Video Tutorial
• Vendors Tab Video Tutorial
• Documents Tab Video Tutorial
• Claim Ribbon Indicator (CRI) Article
• Summary Article