How to move an attachment from one claim to another

Open the Search window

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

Open the required Client

1: If required enter search criteria.

2: Click on the required client – the Client’s window will open.

Open the attachment required

1: Click on the Claim,with which the Attachment is currently associated with.

2: Click the History tab – the History of the Claim will open.

3: Double click the Attachment – the Scanned Item Details window will open.

Move the attachment to a different claim.

1: Click on the drop-down menu.

2: Select which claim you require the attachment to be moved to.

3: Click OK – the scanned Item Detail window will close.

Save your changes

1: Click OK to save and close the Client window.