Add a supplement

Updated by Bethany W.

Often, customers ask to add additional items to a claim after one or more payments have been recorded. This requires adding a supplement to the claim.

  1. On the Complete tab, select MARK IN PROGRESS to change the estimate status to In Progress.
  2. If prompted, select an option from the dropdown menu under Supplement Estimate from the Supplement or Correction dialog box, then click OK.
  1. Add the additional line items to the estimate.
  2. Click the Complete tab.
  3. Select INSPECT.
  4. Select MARK COMPLETE to change the estimate status to Complete.

To show the items modified by the supplement in Payment Tracker, navigate to Tools > Payment Tracker. Items added in a supplement are noted in the Sup column. For example, items from Supplement 1 would be marked with “S1.” 

You can click the "i" button in the payment calculator to view a report of additions, deletions, and modifications in the supplement.


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