Editing a Claim

You can edit a claim as more information becomes available or if changes are required.

NOTE: You must have the required permissions to edit claim.

How to

  1. If you are not already viewing a claim, check your Work Queue, or Search, for assignments. Then, open the estimate and view the Claim.

  2. Click Edit Claim.

    3. The Edit Claim window appears.

  3. Update the claim by changing any of the items in the window.

  4. Click Save to save your changes, or Cancel to close the window and return to the Claim Details window.

Reference

Claim Number

You cannot edit this number.

Claim Sensitivity

You may not be able to select a new sensitivity level.

Loss Date

Date of Loss

Cause of Loss

Select a cause of loss from the list.

Loss Description

Add any details to explain or describe the loss.

Policy Number

The policy number.

Status

Select the status of the claim from the list.

Assigned Adjuster

Shows the currently assigned adjuster. To change the assigned adjuster, click the icon to open the Resource Lookup window.

Reported Date

The date the loss was reported.

Claim Office

The address of the office for the currently assigned adjuster.