Add a public claims adjuster to a claim

You can add a public claims adjuster in both the Contacts and Claims modules. To add a public claims adjuster in the Contacts module, see Add a public claims adjuster. To associate a public claims adjuster with a specific claim, you must add the public claims adjuster in the Claims module. To add a public claims adjuster, open the desired claim and:

  1. Select Contacts from the claim menu.
  2. Navigate to the Public Claims Adjuster section.
  3. In the Public Claims Adjuster box, type the name of the public claims adjuster.
  4. If the name you type matches the name of an existing public claims adjuster in BriteCore, a list of possible matching public claims adjusters will appear below the Name box. Select the correct name.
  5. If the name you type matches the name of an existing BriteCore contact, after you’ve typed the name and pressed Enter/Return on your keyboard, a Did You Know? dialog box will open with a list of possible matching contacts. Select the correct name from the dialog box. If you can’t find a matching name, select Create New Contact. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.
  6. If the name you type doesn’t match a name that exists in BriteCore, when you press Enter/Return after typing the name, the New Contact dialog box will open. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.

Usage consideration

To view additional contact information about the public claims adjuster, select the blue person icon. When you add or select a public claims adjuster’s name, BriteCore displays the name and contact information in the Public Claims Adjuster section.