Add and edit Additional Claim Dates

In the Additional Claim Dates section of the claim file’s Details screen, you can add important dates and key events to the claim file. The events associated with the dates are configurable.

To add additional claim dates:

  1. Navigate to the Additional Claim Dates section of the claim file.
  2. Select + Add Additional Date. The Add Additional Date dialog box will open.
  3. In the Date box, use the date picker to select the date of the key event that you are adding.
  4. From the Event dropdown list, select the type of event you’re adding.
  5. Select Save. If you select Cancel, you will return to the Details screen without saving the information.

To edit additional claim dates:

  1. Navigate to the Additional Claim Dates section of the claim file.
  2. Navigate to the Actions column of the claim date you want to edit and select the ellipsis.
  3. From the Actions menu options, select Edit. The Edit Additional Date dialog box will open.
  4. Complete the edits you want to make.
  5. Select Save. If you select Cancel, you will return to the Details screen without saving the information.

To delete additional claim dates:

  1. Navigate to the Additional Claim Dates section of the claim file.
  2. Navigate to the Actions column of the claim date you want to edit, and select the ellipsis.
  3. From the Actions menu options, select Delete. The Delete Additional Date pop-up window will open with the following message:

    Are you sure you want to delete the selected additional date?

  4. Select Yes to delete the additional date. Select Cancel to return to the Details screen without saving the information.