A claim may involve multiple claim records and can span multiple order records, as well.  In order to associate these records to one, larger claim, a user can enter a common Multiple Loss Alert Number to each record involved.

 

Often this number is pre-assigned by an outside agency, such as an insurance provider, but a user can enter any value needed to help identify all that belong to the group.  When using this feature, a user can locate the group by use of the Multiple Loss Alert Number field available through the Find dialog.

 

Enter the entire Multiple Loss Alert Number within the Find dialog to select only those records belonging to the group and to have them display within the main grid.  While the search criteria is not case-sensitive, the user can specify wildcard values of “%” and “_” that will replace a series of characters or a single character, respectively.  See the Filter Builder section for more information on wildcard searches.

 

 

Figure 34: Multiple Loss Alert Number field within the Find dialog

 

 

Assigning a Multiple Loss Alert Number

1.   Access the Claims interface within the Mover’s Suite application,

2.   Use the Find feature to locate the existing claim record,

3.   Once found, select the claim record within the main grid,

4.   Press the Edit button that is just below the main grid and the Claim Detail dialog should appear,

Tip: An alternate way to access the edit option is to right-mouse click on the selected record and click Edit.

5.   Enter the data for the Multi Loss Alert Number,

6.   Press Save to keep the changes and to exit the dialog.

 

Repeat the above process to add the multiple loss alert number to other records.  Once complete, a user can search and retrieve only those records associated to the group claim.