Notes

Existing notes may be viewed or new ones created depending on the user’s access rights. When enabled, this feature is available via a toolbar button. By default, the notes will come up in a grid.

Figure 5‑18: Claim Notes List

Click the Report View menu item to display each note and the contents in a report format that can be printed.

Figure 5‑19: Claim Notes Report Format

Editing Notes

Notes may be edited only on the day they were created. Since claim notes have the potential of becoming legal documents, they may not be changed afterwards.

Creating New Notes

To create a new note, use the New button. You will be asked to pick the type of note you wish to create. By default, the program assumes   that you want to create a note for the current claim. To write a note for another one, click the Selected Claim button. The LOB (and DataSource) box will become active so it can be changed if necessary. For example, you may have a case where a bus driver (an employee) has both a comp and a liability claim. Being able to write a note for both claims from the same place is a very handy feature.

The dialog shown below is used to create notes.

Figure 5‑20: Note Entry Dialog

Inserting Attachments

Click the Attach Documents button to display the dialog shown below.  Click the Browse button to find the file you want. By default, the program will look in the user's My Pictures folder. After selecting a file, click the Save button.

Figure 5‑21: Note Attachment Dialog

After selecting a file, an icon will appear in the note. When the note is saved, a paper clip will appear in the first column for the entry in the Notes window to indicate that there is an attachment.

Changing the Filter

The Filter Results menu displays the following dialog so you may control which notes will appear.  Before using any of the features covered in this section, it is very important to note that the filters will be used regardless of what claim is involved until they are turned off or you log out of the ATS system.

The default is to display all notes regardless of category. In this example, only general notes will appear after clicking OK. By default, the program does not check the date when selecting notes, but you enter a specific range of dates or within a specific number of months as in the example. You may also use the search feature to display only notes that contain specific characters in the subject line.