Enhanced Notes (17.2)

Enhanced Notes Overview

Use the Enhanced Notes feature to add notes to claims and events.Enhanced notes enable you to govern data handling and manage tasks related to claims and events. You can sort enhanced notes by adjuster, date, user type and note type and can maintain the sorted order of enhanced Use the Enhanced Notes feature to add notes to claims and events.Enhanced notes enable you to govern data handling and manage tasks related to claims and events. You can sort enhanced notes by adjuster, date, user type and note type and can maintain the sorted order of enhanced notes for that particular user when ever user opens the Advanced Search window.

While viewing existing enhanced notes, you can re-order column headers, print notes by note type, export notes to PDF,EXCEL,WORD & HTML formats and create enhanced notes templates. You can also restrict editing rights to the user who creates a note and you can specify a time frame within which a note can be edited.

You must enter a Note Type code to create and complete an enhanced note. To create a new note or view notes related to an event or claim, search for the event or the claim you want to associate the note with and then open the Enhanced Notes window.