How to Modify Settings and Descriptions for Files in a Claim Folder

Objective

To modify settings and descriptions for files within a claim file folder efficiently and accurately.

Key Steps

1. Navigate to the claim file folder within the claim summary or tabs for claims.

2. Identify the file you want to modify within the file folders.

3. Click on the actions icon (pencil) for the file you wish to edit.

4. Update the information or description of the file as needed.

5. Save the changes to apply the modifications.

Cautionary Notes

• Ensure that the changes made are only for metadata and do not alter the actual data associated with the file.

• Be cautious when editing files to avoid accidental changes to critical information.

• Double-check the modifications before saving to prevent errors.

Tips for Efficiency

• Utilize the sorting feature to easily locate and manage files within the claim file system.

• Take advantage of the actions available for each file to streamline the editing process.

• Regularly review and update file descriptions to maintain organization and clarity within the claim file folder.