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Managing Reserves (End User)

After a reserve is created, an adjuster can open and adjust the reserve. You can also create new reserves and delete existing reserves.

This task is a step in Process of Managing Claims.

To open a reserve

1. Navigate to the Claims screen.
2. In the Claims list, drill down on a claim.
3. Click the Financials, then the Reserves view tab.
4. In the Reserves list, select the required record.
5. Enter the required amount in the Reserve Amount field.
6. Click Open Reserve.

Adjusting a Reserve

Use the following procedure to adjust a reserve.

To adjust a reserve

1. Navigate to the Claims screen.
2. In the Claims list, drill down on a claim.
3. Click the Financials, then the Reserves view tab.
4. In the Reserves list, select the required record.
5. Click Reserve Adjustment.
6. Enter the required amount in the Reserve Amount field.
7. Click Open Reserve.

Creating a New Reserve

Use the following procedure to create a new reserve.

To create a new reserve

1. Navigate to the Claims screen.
2. In the Claims list, drill down on a claim.
3. Click the Financials, then the Reserves view tab.
4. In the Reserves list, create a new record and complete the necessary fields.

   For information about the fields in a reserve, see Table 9.

Deleting a Reserve

Use the following procedure to delete a reserve.

To delete a reserve

1. Navigate to the Claims screen.
2. In the Claims list, drill down on a claim.
3. Click the Financials, then the Reserves view tab.
4. In the Reserves list, select the required record.
5. Click Delete.