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Customer Overview

Ryan Haidinger avatar
Written by Ryan Haidinger
Updated over 2 months ago

Overview

This article will walk you through how to access the customers page which will give you a complete overview of their claim history, along with your internal notes and tags.


Get Started

Once a claim has been submitted, your team can click into it from the Claims page which will render the Claim Details page. Within this page, click the View Customer button on the top right to open up the Customer Overview page.

The Customer Overview page gives you a quick glance on how this customer has interacted with your claim process so far.

This includes a summary of:

  • Total claims, claim value, approvals and denials.

  • Claim History

  • Customer Information

  • Internal Tags

  • Internal Notes

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