Open topic with navigation
R
Loss Notice
Create Loss Notices in eForms Manager using policy and claim information entered in the policy and claim data entry forms. Once the form is created you can enter additional information directly on the form. The form can then be saved, attached to an activity, viewed, and accessed at any time.
The information you enter directly on the Loss Notice in eForms Manager using the editing feature is saved with the form in eForms Manager. The data is not saved in the policy or claims database and does not flow back to the policy or claim data entry forms.
Accessing a Loss Notice
Open the customer for whom you want to create a Loss Notice, and then launch the Loss Notice in one of the following ways:
-
-
From the Claim data entry form select eForm Manager from the Operations menu. This opens the Loss Notice data entry form where the Claim is prefilled for you. Verify/select the Loss Notice Form and click Create. This takes you back to the eForms Manager where the Loss Notice form is in the right pane of the window.
-
From the Customer Center menu bar with a customer open, click eForms > Loss Notice.
-
From the Policy or the Line of Business data entry forms, do one of the following:
-
-
From the Operations menu, select eForms Manager. This takes you to the eForms Manager data entry form. Select Loss Notice from the eForms menu.
-
From the , select Loss Notice.
Creating a Loss Notice
-
From the Loss Notice verify/select the appropriate Claim.
-
If you navigated to the Loss Notice from the Claim form, the claim number is prefilled for you.
-
If you did not navigate to the Loss Notice from the claim form, click Search to find the appropriate claim.
-
If the claim is not entered, click New Claim. This takes you to the Claims data entry form to enter the claim. Once the claim is entered, click Save and Close or select eForms Manager from the Operations menu. This takes you back to the Loss Notice data entry form with your new claim number prefilled.
-
Verify/select the appropriate Form and click Create. This takes you back to eForms Manager where the new Loss Notice appears in the on the left side of the screen and the actual Loss Notice appears on the right side of the screen.
-
To enter information on the form, click the Edit icon on the toolbar or from the menu click File > Edit. The form appears with shading in the areas where you can enter information.
The data you type on the form is saved with the form in eForms Manager. The data is not saved in the policy or claim database and does not flow back to the policy or claim data entry form.
-
When you finish entering information on the Loss Notice click the Save and Close icon on the toolbar or from the menu, click File > Save and Close.
Loss Notice Selections
|
Field/Selection
|
What is this?
|
|
Claim Selection
|
|
Field
|
What is this?
|
|
Claim
|
Identify the claim you want to use to create the Loss Notice.
-
If you navigated to the Loss Notice from the Claim form, the claim is prefilled for you.
-
If you did not navigate to the Loss Notice from the claim form, click Search to find the appropriate claim.
-
If the claim is not entered, click New Claim. This takes you to the Claims data entry form for you to enter the claim. Once the claim is entered, click Save and Close or select eForms Manager from the Operations menu.
This takes you back to the Loss Notice data entry form with your new claim number prefilled.
|
|
|
Form Selection
|
|
Field
|
What is this?
|
|
Form
|
Select the type of Loss Notice you want to create, from the list
|
|
What's Next?
Do you need more information on printing or emailing the form? See eForms Manager Print Options or eForms Manager Email Options.