How to add a File Note for a client across multiple claims

Open the Search window

1: Click Search from the Menu – the Search window will open.

Select the Client

1: If required, select some search criteria, OR just press Enter to display them all.

2: Double click the required Client – The Client Details window will open.

Add the Note

1: Click The History tab – the History window will open.

2: Click the Claim File Note button – the File Note window will open.

Add the File Note

1: Type the File Note. You can use the spell checker as required.

2: Click OK – the File Note window will close.

The file note is shown in history for all claims