To create a note on a claim, follow these steps:
- Log into your Root dashboard.
- Click on the Claims icon in the blue navigation bar on the left side of your screen.
- Search for and click on the claim that you want to edit.
- Click on Create note in the top right.
- Once you've entered your note in the pop-up, click Add note.
- 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.