Objective

To understand and differentiate between the Activity Log, Message Archive, and Notes sections within a claim for effective claim management.

Key Steps

1. Activity Log and Message Archive
   • Access the claim tab and open the desired claim.
   • Locate the Activity Log and Message Archive on the left-hand side.
   • The Activity Log and Message Archive serve as a diary for the claim, capturing automated system entries like disbursements, client additions, photos, etc.
   • Entries such as sent SMS messages, completed action items, payment information, claim phase changes, etc., are automatically logged.
   • To add a manual entry, click on the designated button and fill in the necessary details like entry description, date, public visibility, billable hours, claim activity event, etc.
2. Notes
   • Notes are private internal memos within the company related to the claim file.
   • These notes are not shared with clients, carriers, or any external parties.
   • Use notes for information that is important for the team but not relevant to the claim itself, such as special instructions, sensitive information, personal details, etc.
   • Mark notes as pending or private for easy identification and access.

Cautionary Notes

• Ensure that sensitive information is not included in the Activity Log or Message Archive, as these are visible to all authorized users.
• Double-check the visibility settings of notes to prevent any accidental sharing of confidential information.

Tips for Efficiency

• Utilize the Activity Log for day-to-day updates and automated system entries to maintain a comprehensive record of the claim's progress.
• Keep notes concise, relevant, and limited to essential internal information to avoid cluttering the claim file.
• Regularly review and update both the Activity Log and Notes sections to ensure accurate and up-to-date documentation of the claim.