Summary
This article describes the functions and capabilities found on the "Summary" tab of a selected claim file. The functionality and information available on this tab are based on the user role or roles to which the logged-in user is associated.
Claim Reference:
The "Claim Reference" section of the "Summary" tab details information captured during the initial creation of the claim file. The fields labeled in bold font are required fields and must contain a value in order to save the Summary tab and proceed to the next area of ClickClaims. All fields within the "Claim Reference" section are editable depending on your assigned user role. If you are associated with a user role that does not have the authorization to access certain fields, they will be locked as read-only. The CMS # is an auto-generated number assigned to the claim by the application when the claim is created and therefore cannot be modified.
The "Adjuster", "Client Examiner", "Company Examiner", “File Reviewer” and "Team Lead" stakeholder fields are all editable by an authorized user via the drop-down list, but only a user associated with that specific user role can be selected from within that field. The "Client Examiner" list changes depending on the "Client" record selected as only a "Client Examiner" whose user record is associated with that same client can be selected within the field.
It should also be noted that the "Team Lead" is typically set automatically, based on the association between the "Team Lead" and the "Adjuster" which is set in the adjuster's user record on the "Assignments" tab. When the adjuster is assigned, the "Team Lead" is automatically assigned on that claim. However, the association can be "broken" by assigning a different "Team Lead" manually via the "Summary" tab. Searching and filtering results are based on the association between Team Lead and claim, not adjuster.
If the adjuster stakeholder has yet to be assigned to the claim, they can be selected from the drop-list manually or by clicking the 
icon to utilize the Adjuster Search functionality to identify the best adjuster stakeholder for this particular claim. If the adjuster has already been assigned to the claim, authorized users must select the 
icon to reassign or reopen the claim from the “Summary” tab.
The
icon located next to the "Adjuster" and "Client Examiner" fields allow for the "Adjuster Assignment Resend" system email (template #09), to be manually resent to the assigned adjuster and the "Client Examiner Confirmation Resend" system email (template #10) to be resent to the client examiner.
Attributes:
Like the "Claim Reference" section above, the "Attributes" section displays status and pertinent claim attributes regarding the state of the loss. The "File Status", "Client File Status", and " File Type" are all required fields in this section.
By default, the claim is designated as closed when the “Closed” date field is populated. However, a site administrator can enable a setting that determines this based on the claim’s file status being set as “File Closed” instead. An additional site setting can be enabled that automatically populates the “Closed” date field when the file status equals “File Closed” or vice versa.
As with any date field, the date can be manually entered or the 
icon can be used to set the date. Some date fields also include the time in which the time can be manually entered or the 
icon can be utilized. If you choose to manually enter the date/time into the field, the system will auto format to the displayed mm/dd/yyyy format regardless if it is entered with spaces (3 28 13), dashes (3-28-13), dots (3.28.13), or slashes (3/28/13) and regardless of whether the full year is entered or only the last two digits. Time can be entered as 930a and will be formatted properly once entered.
Fields displaying a List Manager icon,
, indicate that an authorized user can create, modify, and/or delete the options displayed within that field’s drop-list by clicking on the icon.
Primary Contact:
This section displays the information found in the contact record that’s flagged as the “Primary Contact” from within the contact record located on the claim’s “Contacts/Claimants” tab.
Insured Information and Insured Phone Numbers:
Enter the contact information for the claim’s primary insured within these 2 sections. The “Last Name” field is required by default. If your company incorporates the Post-Claim Call Center feature into your workflow, at least 1 phone number must be flagged as the primary number. If your company incorporates the SMS Text Messaging feature, use the “Text Msg” checkbox, located next to the applicable mobile number, to trigger the initial “opt-in” text message notification.
Insured Loss Location / Insured Mailing Address:
Simply enter in the loss address in the "Insured Loss Location" section. If the "Insured Mailing Address" is the same as the loss location, you can check the "Same as Loss Location Address" checkbox and the mailing address auto-populates with the address entered in the "Insured Loss Location" section. If the mailing address is different, enter that information in the "Insured Mailing Address" section.
The proximity search tool, 
, displayed in the "Insured Loss Location" section next to the "Map This Location" field can be used to connect to Google Maps where the address will already be plotted. Click on the icon to open Google Maps and display the loss address and map as shown in the screenshot below.
Co-Insured Information
If there is a co-insured affiliated with this claim, enter their first and last name within this section. Once the “Save Summary” button is selected to retain this change, a contact record is automatically generated for the co-insured on the “Contacts/Claimants” tab.
Loss Description / Loss Cause:
These sections are both free form text entry boxes for optional notes about the details of the claim.
Prior Losses:
This section allows you to link prior loss claims to the claim currently being worked. Simply enter the CMS # or Client # (depending on your ClickClaims site’s configuration) of the prior loss and click the "Add" button. The application searches for and attaches the claim in the "Prior Losses" section of the "Summary" tab.
By clicking on the "Profile" button under "Prior Losses", you can open/save a .PDF of the entire claim information located on all of the claim tabs for the prior loss claim selected. Selecting the "Notes" button in the "Prior Losses" section opens the "Simple Claim Notes Grid" popup window and display all claim notes associated to the prior loss claim that you selected.
If you click on the "Documents" button under the "Prior Losses" section of the "Summary" tab, the "Simple File Documents Grid" popup window displays. The screen shows all documents attached to the prior loss. You can open a document by clicking on the document link under the "Document Name" column.
Additional Features:
Save Summary
If any changes are made to any of the fields located on this claim tab, the “Save Summary” button must be selected to retain those changes. A confirmation shows in green font at the top of the tab. If you’re logged is as a user who isn’t authorized to modify any fields on this claim tab, the button is disabled.
Printing:
From the "Summary" tab, you can print the page by clicking on the “Print Summary” button and print the information located on all of the claim's tabs by selecting the “Print All” button. Selecting either option allows you to save the file as a .PDF using the ClickClaims embedded .PDF writer.
Send Email:
If enabled, you can manually generate an email regarding this claim by clicking on the “Send Email” button and selecting the desired option from the drop-list. Once sent, a claim note is automatically added to the “Notes” tab capturing this activity and a .PDF copy to the email is automatically saved on the claim’s “Documents” tab.
Send Text Message:
If your company has incorporated the “SMS Text Messaging” feature into your workflow and you’re logged in as an authorized user, click the “Send Text Message” button and select the desired option from the drop-list to manually generate a claim associated text message. An activity note is automatically created on the “Notes” tab capturing this activity.
Return to List:
If you accessed this claim via a claim search, click the “Return to List” button to be directed back to that page.
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