Add claim notes from project board updates to cases
Add claim notes from project board updates to cases
Your claim notes miss project board updates, leaving field crews and coordinators without context for triage. Notes are added to claims automatically, keeping cases current for same-day dispatch.
Overview
When board comments don't reach the claim record, crews and coordinators work with stale information and dispatch slows. This flow writes board updates into the claim as notes so case context is visible and ready for same-day triage.