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