Claims Workspace™ Estimate Page In-Line Editing

Introduced in release 6.16 

Original PDF found here

Disclaimer: This job aid was created using a demo insurance company with generic settings. Keep in mind that your screens may appear slightly different. Please refer to your specific carrier guidelines for proper claim and estimate settings.   

Step 1  

Within a claim in Claims Workspace, click on the Documentation tab to view available estimates to edit.   

Step 2  

Open the estimate to edit by clicking on it from the Documentation page.   

Step 3   

Within the Estimate view, click on 'Edit' to enter edit mode.   

Step 4  

Line-item editing may be done now from this view within the individual line items. Editable fields will highlight blue when scrolled over. If a field is not eligible for in-line editing, it will remain gray.  

Note: The tab button may be used to navigate from editable field to editable field within one line item.

Step 5: Editing Fields   

Text Field   

• To edit a text field, click anywhere in the text or highlight all the text with a double mouse click.   

• Proceed to edit the field as necessary.   

Dropdown Field   

• To edit a dropdown field, click anywhere on the field to be presented with the dropdown box of options.   

• Click on the option you wish to change it to. 
  
  Note: You may need to scroll to see additional available options.

Step 6  

If editing is not complete, but you want to view the changes to the estimate subtotals or total, you may click on 'Apply Changes/Recalculate' above the column headers at the top of the estimate. The estimate will remain in Edit mode.  

Step 7   

Once edits are complete, click 'Save' to save the changes and exit Edit mode.   

Note: Save will not present as an option if no changes have been made to the estimate.  

Cancellation: If you do not wish to save the changes you made, click 'Cancel'.