R.2021-08 Release Notes

Changes

Added “Reported By Type” List Manager Field to “Add New Claim” Page:

You can now populate the claim’s “Reported By Type” list manager field when creating a new claim from the “Add New Claim” pages.

File Reviewer Assigned Date Added to Dates Tab:

A new “File Reviewer Assigned” date field has been added to the claim’s “Dates” tab. This date auto-populates when the File Reviewer stakeholder is assigned to the claim.

Save & Clear Settings on “Billing” Tab:

Use the new “Grid Settings” button, found under the “Invoices” and “Vendor Bills” sections of the “Billing” tab, to save or clear out the grid settings after adding or removing columns. The “Show Time” button has also been moved under “Grid Settings”.

Voided By Added to Invoices:

Users who have the ability to search for invoices can now search using the new “Voided By” field located on the “Invoice Search” page to find invoices based on the name of the person who voided it.
These users are also able to add “Voided By” as a secondary column to the “Invoices” page to see the name of the person who voided an invoice.

Corrections

Company Profile Replacement Field in Notes Snippets:

When a “Company Information” replacement field is added to a note snippet, the value now populates correctly within the claim note record.