JARVIS GUIDE

Exporting Claim Data

Information Included in the Claim Data Export

Through Jarvis’ Claim Data Export feature, export all claim-related interactions between the injured worker and their claims team, including the following: 

  • Claim Details

  • Claim History

  • Claims Team

  • Legal History

  • Message Threads

  • Documents

  • Risk History

  • Appointments

  • Questionnaires

How To: Export all Claim Data

As a Claims Professional, to export all data about a claim, take the following steps:

  1. Go to My Injured Workers tab or Add Injured Worker tab & use the search bar to find the injured worker.

  2. Click on the Injured Worker to access the Injured Worker’s Profile.

  3. Click on the Claim Number to access the Claim Profile.

  4. Click Export Claim Data.

  5. Click Print to create a PDF of the export.

Go to My Injured Workers tab or Add Injured Worker tab & use the search bar to find the injured worker. Click on the Injured Worker to access the Injured Worker’s Profile.

Go to My Injured Workers tab or Add Injured Worker tab & use the search bar to find the injured worker.

Click on the Injured Worker to access the Injured Worker’s Profile.

Click on the associated claim to access the Claim Profile

Click on the Claim Number to access the Claim Profile.

Click Export Claim Data.

Click Export Claim Data.

Click Print to create a PDF of the export.

Click Print to create a PDF of the export.