Claim Notes and Attachments

Claim Notes and Attachments are a very important part of Claims Processing as they contain vital information, such as Police Reports, Photos, etc. to process a claim. Where once, these items could only be seen / attached at a certain level, claim users now have the ability to filter and see all Notes and Attachments at all levels. Additionally, functionality has also been added to add Notes and Attachments to all levels.

To use this functionality, consider establishing the following system settings:

Folder	System Setting	Function	Value
Claims / Attachments	Default Filter to All Levels	This will default the display level drop down to all levels when displaying Attachments.	True = This will default the display level drop down to all levels when displaying Attachments.
Claims / Attachments	Filter by Specific Level	This will make the level filter show all levels and the specific claims levels.	True = This will make the level filter show all levels and the specific claims levels.
Claims / Attachments	Prompt for Attach Level	This adds the ability to add an Attachment from any level to another level by allowing the user to choose where they would like a given Attachment to be stored.	True = Users have the ability to add an Attachment from any level to another level.
Claims / Notes	Default Filter to All Levels	This gives the user the option if they want Notes from all levels to display at the Claim Level by default.	True = This will default the display level drop down to all levels when displaying Notes.
Claims / Notes	Prompt for Attach Level	Determines if users can select any claimant, feature / coverage or transaction to add a Note from anywhere on the claim.	True = Users have the ability to add a Note from any level to another level.
Diamond Administration / Quick Lookup	Max Quick Lookup Records	A user defined system setting that gives the user the ability to limit the number of Quick Lookup records returned in the combo box on the Quick Lookup Claims (Policy and Billing) screen.	10 = Average amount of records returned.