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Claim Header Customization

  • Updated

Objective

The objective of this SOP is to guide users on how to customize and enhance the viewing experience of specific claims in the system.

Key Steps

  1. Open a claim in the system.

  2. Navigate to the claim header information at the top of the screen.

  3. Click on the "Options" button to access the claim header customization settings.

  4. Rearrange the display of information by dragging and dropping elements such as progress bars, severity, etc.

  5. Toggle on or off specific information based on preference.

  6. Save the changes by clicking "Done" to update the display.

  7. Explore new features like the "POL Builder" and "Doc Builder" buttons for additional functionalities.

Cautionary Notes

  • Ensure that changes made to the claim header information align with the user's preferences and requirements.

  • Be cautious when toggling off important information, as it may affect the understanding of the claim details.

  • Avoid making unnecessary changes that could impact the usability of the system.

Tips for Efficiency

  • Familiarize yourself with the different customization options available to tailor the claim viewing experience.

  • Regularly review and update the display settings to optimize the efficiency of claim analysis.

  • Stay informed about new features and functionalities to make the most out of the system's capabilities.