Tutorials

Timeline Feature: Packed with Features for Easy Claim Handling

In this video, we walk you through the timeline feature of our system, which is super clean and loaded with useful features. The timeline records all activities and tasks in real-time, ensuring accurate record-keeping and easy proof of completion. It allows employers to supervise work and provides users with a quick snapshot of the case and their tasks. We demonstrate how the timeline links to documents, such as automated forms and received emails, making it convenient to access relevant information. This feature streamlines claim handling and eliminates the need for external email communication.

Video Transcript

0:01 Here, we introduce the timeline feature. It boasts a clean interface packed with powerful features, and I'll guide you through some of them.

0:11 Firstly, it comprehensively records all activities, both completed and required, within the matter. This instant recording eliminates any ambiguity about whether a task was done, providing an invaluable tool for record-keeping.

0:22 This feature not only aids in supervision by employers to ensure work progress but also offers users a quick overview of the case's status and pending tasks.

0:28 The recorded timeline becomes a valuable resource to prove the occurrence of events when needed, enhancing accountability and transparency.

0:42 The top section displays tasks that need completion, while below it, the timeline showcases a chronological list of all activities.

0:51 An exceptional aspect of this Claimvoyance feature is its unique links for every activity. Clicking on these links directs you to the relevant documents associated with each activity, offering a streamlined workflow.

1:04 For instance, when automated forms are received from clients, they are instantly added to the timeline with clickable links, leading you directly to the document.

1:16 Clicking on a form link reveals details, such as submission date and client-provided information, enhancing accessibility and understanding.

1:24 Another example involves emails received within the system. Claimvoyance eliminates the need for external email usage by automatically recording received emails in the timeline, each with a link to the original.

1:44 Returning to the timeline, you can observe how tasks assigned and completed are also logged, with links guiding you directly to the corresponding task details.

2:04 Now, I'll demonstrate these features in action. Sending an email to the assigned adjuster will showcase the email's instant recording in the timeline. Simultaneously, submitting an automated form will provide a live example of its addition to the timeline.

2:19 The email is sent, and shortly after, the form is submitted. Both activities are recorded in real-time, maintaining a dynamic and up-to-date timeline.

3:06 Checking the timeline, you can see the recently recorded email. Clicking on the link directs you to the email content, demonstrating the seamless integration of communication into the timeline.

3:13 Similarly, the form submission is promptly recorded, and clicking on the link takes you directly to the submitted form details, exemplifying the efficiency of Claimvoyance's timeline feature.

3:33 It's worth noting that any email attachments are automatically moved to the files, ensuring comprehensive documentation.

3:39 These examples highlight how the timeline feature, despite its clean appearance, is a powerhouse of functionality, simplifying claim handling from start to finish.


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