With the Custom Deliverable button, you can view and select deliverables to save in a claim’s Attachments folder.
Note: The Custom Deliverable button doesn’t appear in the Agent portal.
To view custom deliverables, open the desired claim and:
- Navigate to and select the Custom Deliverable button located in the claim’s header. The Custom Deliverable dialog box will open.
- From the Custom Deliverable dropdown, select the deliverable you want to view.
- Select the Preview link below the Custom Deliverable dropdown. The PDF of the deliverable will open in a new window.
To save custom deliverables, complete steps 1 and 2, and then select Done. BriteCore will automatically save the deliverable in the Attachments folder.
When deliverables are saved in a claim’s Attachments folder, they will populate in the Attachments dropdown list of the Email Claim Information dialog box.