Unlimited Notes

Adjuster notes, Administrative notes and instructions, Client notes and instructions.

Open a note form, start typing.

  • Record and import notes. Includes author, original author (imported), creation date, subject, note categorization as well as the note text.
  • Generate note to file from file actions such as assign, acknowledge, close, reopen, change reserves, etc.
  • Allow clients to add notes and instructions.
  • Supervisor comments and instructions.
  • File review and audit.
  • Copy and paste text into notes.
  • Spell checking.
  • Insert common phrases.
  • Print an individual note.
  • Print File Brief report.
  • Print File Activity report.

© 2019 Burkitt Computer Corporation