Log Communications

Step-by-step guide on how to log important communications for claims.

1. First, navigate to the claim that you’d like to log a communication for.
2. Once you have reached the claim’s home screen, you have two different ways to log communications:
   • (a) Options menu – Simply select Options, then choose New Activity. This menu has Log Communication as one of its options.
   • (b) Activity Tab – Select the Activity tab at the bottom right of the claim’s home screen. Once here, you will see a log of all the claim’s activities. Select the + icon to add a new activity, and then choose Log Communication from the list of options.
3. Once you have reached the New Communication screen, now its time to enter the details:
   • Date
   • Time
   • Person you spoke with
   • Whether or not a voicemail was left
   • Any relevant notes
4. After you have all information entered, hit Save at the top right.
   • Select Cancel to delete your new entry and return to the claim.

When you are finished, you will be brought back to the Activity Log.