The Claim Alert is a notification that alerts key personnel of an upcoming claim action on an order. The application sends an email out based on Email Options Setup. The alert process attaches a note to the order as well; subsequent Claim Alerts will offer the user an option to append to the alert; email notification will ensue upon each append.
Access the Claim Alert is through the Tools Menu.
Figure 2: Claim Alert screen
The Claim Alert note type will default to “Claim Notification.” See Add Note for field descriptions.