Customize Email, Generates a claim email task where coverage decisions can be explained to the pet parent, Log a Call, Where notes from a call to a clinic can be entered, Show Pre-x Conditions , Shows a pet's pre-existing conditions, medical history, and claims on the same screen, Show Invoice, Opens supporting documents for the claim, such as the invoice, NA, This is not a coverage type we use when processing claims, EX, Coverage type for exams , MI , Coverage type for items not eligible for insurance coverage, Pet Parent hyperlink , Opens the PP page where their phone number, closed activities, etc., live, Request Claim Visit Notes, Used when unable to reach the clinic for info by phone, this sets the claim on hold and requests records for the DOS, Claim # hyperlink, Opens the claim page in CRM where info, such as the DOS, can be edited, as needed, Diagnoses Details, Where pet parents sometimes provide additional information about the claim, Pending ACIL MH, Sets a claim to pending while medical history is requested and reviewed.

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