Merging an Assignment with a Manually Created Workfile
Insurance
- Manually created workfile without estimate lines merges with a Copied Workfile
- Manually created workfile with or without estimate lines merges with an EMS Assignment
To merge an assignment with a manually created workfile
- Select View > Workfiles from the menu bar. The Workfiles Search Results screen opens.
- Select the assignment, and then select Action > Merge from the mini-toolbar. The Merge - Select Workfile screen opens.
- Enter search criteria in the Search terms field if needed, and then click on the Search button. The workfiles that match the search criteria appear in the Search Results pane.
- Select the workfile, and then select Next.
- Review the assignment and workfile information.
- Select Next.
- Select one or more images, and then select Finish. The assignment is merged and the workfile opens.