View and Annotate Estimate Compliance

1. Navigate to the details page of the desired estimate.
2. From the claim navigation pane, select Estimate > Compliance.

   

3. View the compliance results on the page.

View Compliance Results to see a breakdown of compliance warnings and failures.

1. On the Work Queue menu in the navigation bar, select either Assigned Estimates or Unassigned Estimates to open the desired work queue.

   

2. Select the Compliance results for the desired estimate.

   

3. In the window, select the Compliance Results tab to view a summary of the compliance results.

   

View Compliance Results to see a breakdown of compliance warnings and failures.

1. On the Work Queue menu in the navigation bar, select Tasks to open the Integrated Work View page.

   

2. Select the Compliance results for the desired estimate.

   

3. In the window, select the Compliance Results tab to view a summary of the compliance results.

   

1. Navigate to the Review Estimate page.

2. Select the Compliance tab from the tabs to the right of the estimate view.

   

3. Scroll to view the list of compliance warnings/failures.
4. If applicable, select the list above the line item to change its label (e.g. Comment, Warning, Error, Ignore).

   

5. Select Edit Comment to edit the compliance comments that apply to the estimate as a whole.

   

6. Select + Comment on a line item to view the compliance comments associated with that item.
7. Select + Reviewer Comments to add your comments on the line item's compliance.