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.
Walkthrough
Claims workspace tour
A quick visual tour of the claim workspace and the connected tabs teams use most often.
Poster previewWatch with transcript
The poster should tell the team this video is about one thing: use the claim as the control surface for review, evidence, and next action.
Start with the poster frame to orient the team, then use chapters and the transcript below to jump straight to the part of the workflow you need.
Chapters
What this video covers
Use the chapter breakdown when you want the fastest path to the exact moment your team needs to review.
Read the claim before acting · 0:00
Start with the overview so status, ownership, and blockers are clear before you dive into detail work.
Move through the supporting tabs · 0:34
Use files, photos, communications, and delivery surfaces without leaving the record behind.
Preserve the handoff context · 1:15
Write the next operator a clearer record with a visible next action and less reconstruction work.
Transcript
Read the walkthrough
The full transcript stays visible on the page so teams can skim, search, and reference the workflow without needing to watch every second.
Read the claim as the operating source of truth
This walkthrough frames the claim detail surface as the place where status, evidence, and next actions stay connected.
Move through tabs without losing the record
The tour highlights how teams step into files, photos, communications, and delivery surfaces without losing the claim context.
Leave the record easier for the next reviewer
Good claim work leaves the record more understandable for the next person who opens it.
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