Objective
To understand the difference between Activity Log and Message Archive and Notes section in a claim management system and effectively utilize them for documenting and tracking claim-related information.
Key Steps
-
Accessing Activity Log and Message Archive:
-
Navigate to the claim tab in the claim management system.
-
Locate the Activity Log and Message Archive section on the left-hand side.
-
This section automatically records system-generated activities such as disbursements, client additions, photos added, etc.
-
-
Adding Entries to Activity Log:
-
Click on the "Add Entry" option to create a diary entry.
-
Fill in details such as the effective date, public visibility, billable hours, claim activity event, etc.
-
Save the entry to log manual actions or notes related to the claim.
-
-
Understanding Notes Section:
-
Notes are private internal remarks within the company related to the claim.
-
These notes are not shared with clients, carriers, or external parties.
-
Use notes for sensitive information like delivery instructions, client preferences, or internal communication details.
-
Cautionary Notes
-
Ensure that sensitive information is not added to the Activity Log or Message Archive, as these are visible to all authorized users.
-
Double-check the visibility settings of entries to avoid sharing confidential details with external parties.
Tips for Efficiency
-
Use the Activity Log for day-to-day diary entries and tracking automated system actions.
-
Reserve the Notes section for internal team communication and sensitive information that should not be shared externally.
-
Keep entries concise and relevant to maintain clarity and ease of reference within the claim management system.