Need a downloadable copy of an insurance claim? You can easily generate a PDF from the client’s profile. Follow the steps below to access and export a claim!
Steps to Generate an Insurance Claim PDF
Go to the Client’s Page
Scroll to the bottom of the client profile to find the Insurance Claims section. This table shows each claim's status, insurer, amount, last update, and available actions.
Open the Claim
Click the Edit button next to the claim you’d like to view. This opens a detailed view that includes:Claim details
Pet and policy information
Vet information
Conditions linked to the invoiced items
3. Generate the PDF
Once you're in the claim view, click Generate PDF. A downloadable version of the insurance claim will be created.
Creating an insurance claim PDF is simple and ensures you have a clear, shareable version of the claim for your records or for sending directly to the insurer.