Transaction and Comments History

Viewing the Transaction History

You can view the transaction history of a claim. You can see this history by selecting Comments & Transaction History under the More Actions button or through the View Details menu.

Viewing and Adding Comments to a Claim

You can add a comment to a claim under the Add Comment section by typing your comment into the field and selecting Save.

After the system saves, your comment will appear below.

Viewing Comments and Transaction History from the Clients View

It is also possible to access the Comments & Transaction History from the Clients view. Under Insurance, when you select Create Claim, you will have the same ability to see the Comments & Transaction History as well as make comments.