Reserve and Payment Summary Look

Did you know that Claim Manager has a Reserves & Payment summary fly out located into the financial tab?

Many in our user group have told us that this is a valuable tool that they utilize as a reference point when writing letters and emails. Coming soon in our 2018.01 release by popular request we’ve enhanced the fly out to include a lock.

 The locking mechanism will allow you to freeze the fly out and the expanded position for as long as you like. You can unlock the fly-out by clicking the lock in the upper-hand corner. Or by clicking anywhere else on the screen.

 We hope that you found this video helpful, if you have any questions please feel free to reach out to us and we’ll be happy to assist you.