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Users can add files to the case to share them with the back office. This will attach the file to the case and generate a Review New Attachment Assignment in the back office.

View Case Notes

Users can access notes placed on the claim based on the specified visibility.

  • When visibility is set to "Customer" or "Member", the note is visible to all users

  • When visibility is set to "Contact Center", the note is visible to front-office and back office users, but not customers/members.

  • When visibility is set to "Fulfillment", the note is only visible to back office users.

When a note is placed by an intake user, the visibility is set to Contact Center.

View Case Attachments 

When a document is attached to a case. users can view case attachments. Attachments are assigned a visibility setting to only display certain case attachments to each user type. Once the document is attached to the case

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