There may be times when an insurance item was entered in the wrong case. Neos allows an item or items from any list tab within a case folder to be moved to another case or cases using the Move Feature. One or multiple items can be moved while in List View.
To move insurance items from the Insurance tab list view to different cases:
From the Insurance tab of a case, use the check boxes to select the desired insurance item(s) to be moved.
Click the Bulk Actions dropdown and select the Move to Other Case(s) option.
The Case Selection window will display containing a list of any open cases and any linked Companion Cases. Select the case(s) to where you wish to move the insurance item(s). Alternatively, click the Search button at the bottom of the window to locate another case in your Neos database.
Click the Save button to continue.
Confirm your selection on the Move Insurance item(s) message box.
Click the Yes button to move the selected insurance items to the selected case(s).
Click the No button to abort the Move Insurance process and return to the Insurance tab list view.
6. A success banner will display when the Yes button is clicked and the move process is complete.
