- 1From the policy or “New claim”: pick the policy, date of loss, description and estimated amount.
- 2Move the status as things progress: docs pending, submitted, under review, approved (with the approved amount), paid.
- 3Add notes and documents; every change appears on the timeline.

- 1Claim stages
- 2Change status
- 3Claim number
Rejecting needs a note with the reason; a rejected claim can be reopened for review.
