Claim, RCV, ACV or Milestone Dates
The Icon located next to CONTACTS on the Manage Claims page. When you hover your curser over the icon a pop-up box will appear.
From here you can enter the Date of First Contact, Date of Scheduled Inspection, Date of Inspection, Date of Estimate/Review Complete, Date of 1st Report, Date of 2nd Report, and Date of Claim Complete by selecting the date in the calendar. This will keep the dates in the pop-up and will automatically make a note in the file and mark it visible to your client.
This pop-up is also used for Fee Schedule claims where you can enter the Amount of the Claim. Once an amount is entered, this will automatically populate the correct amount on the Fee Schedule when the invoice is created. You can also quickly add a Note to the file or add a Timelog.
To enter the Amount of the Claim for claims that are billed on a fee schedule:
Enter the Amount of the Claim, RCV or ACV Amounts
Click Update
Quick Timelog
To quickly add a Timelog to the file, click on Quick Timelog. This will open the pop-up box and you will have the ability to put a note in the file, send an email, select services and charge for your time and expense. For further instruction on entering your time see the Timelog section below.
Quick Notes
To add a note quickly to the file, click on Quick Notes. This will open the pop-up box and you will have the ability to put a note in the file, send an email, select services and charge for your time and expense. For further instructions see the Notes section below.
This will open the pop-up box and you will have the ability to put a note in the file, set a reminder, select Milestones, choose notification methods, send the note in an email or text message to users within your system and finally you can choose to send the note as an email to the Primary Insured, Primary Claimant or enter an email address in manually.
By selecting the quick entry note from a file the File # will automatically fill in
The current date will auto fill, if this needs to be changed click on the calendar next to Note Date:
Type your note, Enter your Diary Note here:
Set a reminder to follow up if needed by check marking Remind me about this on, select the date from the calendar and add a time
Check mark if you are meeting a Milestone in the file
If you are documenting a call, select if the call was Incoming or Outgoing
If you want this note to be Visible to Client mark sure this box is checked
Select if you want to set a FileTrac Alert, Email/Text Message or set a FileTrac Reminder (to set a reminder you must enter a date by clicking on the calendar
Check mark the FileTrac users that you want to receive the email or text message. (Texting can only be done to those showing (TXT) following their name
Check mark if you want to Email the Primary Insured, Email the Primary Claimant or Email a specific email address and enter the address in the field
Check mark Use File Number for next Note if you will be entering another note for the same File #
Click on Submit Notes