Create a note on a claim

Have more questions? Submit a request

To create a note on a claim, follow these steps:

  1. Log into your Root dashboard.
  2. Click on the Claims icon in the blue navigation bar on the left side of your screen. 
  3. Search for and click on the claim that you want to edit.

  1. Click on Create note in the top right.

  1. Once you've entered your note in the pop-up, click Add note.

  1. Your note will appear in the Notes tab on the far right of the screen, next to the Activity log

 

Note: On an added note, you can see the name of the user that added the note, as well as the date and time that it was added on the Notes log.

 

  

Articles in this section

Was this article helpful?
0 out of 0 found this helpful