How to add a File Note for a client across multiple claims
Open the Search window
1: Click Search from the Menu - the Search window will open.
Select the Client
1: If required, select some search criteria, OR just press Enter to display them all.
2: Double click the required Client - The Client Details window will open.
Add the Note
1: Click The History tab - the History window will open.
2: Click the Claim File Note button - the File Note window will open.
Add the File Note
1: Type the File Note. You can use the spell checker as required.
2: Click OK - the File Note window will close.
The file note is shown in history for all claims
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