3: Audit

Overview

The case-level Audit tab displays a chronological list of actions that were completed on the claim. The information presented is the most recent to oldest actions, but that order can be changed by clicking the Time column at the top of the left-most column. This tab is helpful for quality review and problem-solving.

Case-level actions include:

Adding and deleting notes
Uploading and deleting attachments
Correspondence being sent and received
Work assignment through Get Next Work
Case movement to different stages

Use a claim that has notes added and/or attachments uploaded to show this tab.