Manage photos and files
Review supporting evidence, keep file organization consistent, and make it easier for the team to trust what is in the claim before review, response prep, or delivery.
Guide
Use the claims workspace
Work inside the claim detail surface so evidence, next actions, communications, and operational context stay together instead of being reconstructed across separate screens.
Outcome
What this helps you do
Use the claim record as the control center for review, evidence, and follow-through across the team so each handoff starts from the same source of truth.
This guide is written for all teams and uses real claimOS screenshots so the instructions map cleanly to the product surface.
Prerequisites
Before you start
- At least one claim record exists in the workspace.
- Enough claim context is available to review status, ownership, and the next action.
- The team has agreed that operational updates belong in the record instead of private side channels.
Steps
How to do it
1Open the claim with the full context in mind
The claim workspace is where timeline, files, communications, and next actions connect. Use it as the single record of operational truth.
2Review the overview before diving into tabs
Start from the high-level summary so you understand status, deadlines, ownership, and what is already complete.
3Check owner, deadlines, and blockers before you act
Confirm who owns the record, what is due next, and whether there are blockers that should change your next move before you disappear into the detail tabs.
4Move into the tab that matches the task at hand
Open files, photos, chat, letters, or checks from inside the claim instead of navigating from disconnected surfaces.
5Save decisions back into the claim record
As you work, use the record to leave the claim clearer than you found it so the next operator does not need to reconstruct context.
6Capture the next action before you leave the workspace
Every meaningful review should end with a clear next action, next owner, or next review date so the claim does not fall back into passive inventory.
7Run a handoff check before you close the claim
Make sure the record tells the next operator what happened, what matters now, and what should happen next without extra explanation.
If you need a separate Slack message or meeting to explain the claim state, the record is still missing something important.
Screenshots
See the workflow
Watch the paired walkthrough
Walkthrough1:47
See the same workflow in motion
A quick visual tour of the claim workspace and the connected tabs teams use most often.
Start with the overview so status, ownership, and blockers are clear before you dive into detail work.
Watch related walkthroughFAQ
Common questions
When should I stay in the claim overview instead of opening another tab?
Stay on the overview until you understand owner, status, blockers, and the last meaningful action. Opening tabs too early usually creates extra clicks without improving judgment.
What belongs in the claim record versus a private team note or chat?
Anything the next operator would need to understand status, evidence quality, or the next action belongs in the claim record. Private notes should not carry operational truth.
How do I know the claim is ready for handoff?
The claim is ready when the next owner, next action, timing, and supporting context are all visible in the record without a separate explanation.
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