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:
- Navigate to the Dates section of the Information screen.
- Select + Add a Claim Date. The Claim Date dialog box will open.
Figure 1: The Claim Date dialog box. - 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.
- In the Date boxes, enter the date using the MM/DD/YYYY format.
- 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:
- Navigate to the Dates section of the Information screen.
- 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. - 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.
- 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:
- Navigate to the Dates section of the Information screen.
- 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.
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.
- When you’re finished, select Done. BriteCore will return you to the Information screen.