When managing claims, you can flag certain claims or add notes to the claim for internal reference. This is helpful when a claim may be missing a piece of information, or needs to be revisited later! Please note that claims flags and notes in ChiroUp are for internal reference only— this will not attach any additional information to the claim. 

Here's how to add a note to a claim: 

1. From the Claims screen, locate the claim to which you’d like to add a note.

2. In the Notes column, click the Note icon. This will open up the notes screen. 

3. Click +Add.

4. Enter note and click Save.

5. You will see that the note has been saved and that the author and date/time has been recorded. 

Here's how to flag a claim: 

1. When viewing the Claim Notes screen, toggle ON Flag. 

A flagged claim will display an Orange notes icon in the claim screen: 

You can also filter your claims view to show all flagged claims: