Add or update dates

You can add and update dates related to the claim in the claim’s Information screen. In the Dates section, you can add a claim date, edit the date assigned, and edit the date reported.

Add a claim date

To add a claim date, in the Dates section:

  1. Navigate to the Dates section of the Information screen.
  2. Select + Add a Claim Date. The Claim Date dialog box will open.
    Figure 1: The Claim Date dialog box.
  3. From the Label dropdown, select the label for the important date being added. For example, if a suit is opened for a claim, you would select the label Suit Opened.
  4. In the Date boxes, enter the date using the MM/DD/YYYY format.
  5. When you’re finished, select Done. BriteCore will return you to the Information screen.

Edit Date Assigned

Depending on the advanced setting auto-assign-date-assigned, BriteCore can automatically assign the date a claim is created as the date it is assigned. To edit the Date Assigned, access the desired claim and:

  1. Navigate to the Dates section of the Information screen.
  2. Select the pencil icon next to Date Assigned. The Claim Date dialog box will open.
    Figure 2: The Claim Date dialog box with Date Assigned populated in the Label dropdown.
  3. In the Date boxes, type the correct date of assignment using the MM/DD/YYYY format.

    Note: The label Date Assigned is automatically selected from the Label dropdown list.

  4. When you’re finished, select Done. BriteCore will return you to the Information screen.

Edit Date Reported

Depending on the advanced setting auto-assign-date-reported, BriteCore can automatically add the date a claim is created as the date a claim is reported. To edit the Date Reported, access the desired claim and:

  1. Navigate to the Dates section of the Information screen.
  2. Select the pencil icon next to Date Reported. The Claim Date dialog box will open.
    Figure 3: The Claim Date dialog box with Date Reported populated in the Label dropdown.
  3. In the Date boxes, type the correct date that the claim was reported using the MM/DD/YYYY format.

    Note: The label Date Reported is automatically selected from the Label dropdown list.

  4. When you’re finished, select Done. BriteCore will return you to the Information screen.