5
Edit a Claimant Journal
Use the edit feature when you want to edit a journal. Unlike an annotation, editing a journal replaces the journal content.
5.1
Search the desired claimants from any specific sub tab.
5.2
Click the desired claimant from the list.
5.3
Click the Journal category button.
5.4
Click the journal you want to edit then click Tasks and choose Edit to display the Claim Journal window.
5.5
Edit the journal as follows.
From
Who created the journal. Created by ESL Office and is the currently logged in user.
Date
When the journal was created. Generated by ESL Office and is the current date.
Category
Use this drop-down to categorize the journal.
Subject
Put a brief summary of the journal here.
Share
Check to allow individuals other than the journal author to edit the journal.
Covered Person
Check if the journal pertains to the person covered by the policy.
Attachment
If you want to attach a file to the journal, click this button and locate the file.
Note
Enter the journal text here. Use the formatting buttons on the toolbar to set typeface and text alignment.
5.6
Click Save to update the journal with your edits.