How to Attach a Scanned Document to a Claim

Open the To Do List

1: Click To Do from the Side Menu – the To Do list will open.

2: Select the Scanned Document from the list by double clicking it – the Attach document window will open.

Choose the Client

1: Click the Client button – the Search window will open.

1: Enter some search criteria or press Enter for all.

2: Double click on the client to select.

Select a Claim

1: Open the drop down list by clicking the arrow.

2: Select a Claim.

Enter Details

1: If required enter details here.

1: Click OK to Save the details and close the window.

Note: The Item will be removed from the To Do List.