Add a Benefit to an Appeal

Create and manage benefit details in code tables. Then follow these instructions to add that benefit to an appeal record.

1. From Benefits in an appeal record, select Add.

2. Select a benefit previously created in code tables. The Unit Cost defaults to the value defined in the code table.

3. Select a Count. The Total benefit/Value is automatically calculated.

4. Optional. Enter a comment.

5. Save your changes.

6. If you want to update the receipt amount, select Yes.

Edit Notes

Benefit notes are associated with all associated benefits, not a specific benefit.

To edit the notes, select Edit Notes.

Copy Appeal Benefits

To copy another appeal’s benefits, select Load from and select the appeal name. You may copy the benefits from any other appeal in your system.