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v5.0
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API Reference
Self-Serve Portal
Underwriting Cheat Sheet
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Getting Started
Getting Ready to Roll
Enabling “Bookmarks” in Adobe Acrobat
Navigating Back to Previous View
Digital Abstract Overview
Main Parts of the Digital Abstract
Case Overview
Header
Key Health Indicators Dashboard
Key Impairments Dashboards
Handwritten documents & structured form
Habits
Occupation & Avocation
Family History
Impairments Rundown
Document Abstract
Source Documents
Different Filters for Source Documents in the Bookmarks
How to Navigate to a Source Document
Color-Coding of Extractions in the Source Documents
Finding Extractions Using Annotations
Supplemental Documents
What is the Summary by Body System
Chronological Summary
Case Update History
KHI - Key Health Indicators
Provider Reference
Conditions, Procedures, and Medications
Lab Results
Blood Profile
Urine Profile
Index
The Technology Behind the Digital Abstracts
Types of Data Points in the Summary
Key “Modifiers”
Normalization and Data Enrichment
Legal - Claims Format
Underwriting Cheat Sheet
PIA - Post Issue Audit
Generating a PIA Report
What's Included
Portal
Logging Into the Portal
Main Page
Case Upload
Downloading Summaries
Adding Files to an Existing Case
Business Line Setup - Basic
Business Line Configuration
User Management
DigitalOwl Platform
View
Overview
Case Details
Overview Sections
Chronological Overview
Timeline
Adding Rows For a Targeted Review
Impairment Rundown
Documents
Mentions
Self-Serve Portal
Case Upload
How to Navigate Your Summary
Reviewing Your First Summary
Q&A
Q1 - Navigation
Q2 - Adding Documents
Q3 - Types of Source Documents
Q4 - Labels
Version History
What's New in v3.5
What's New in v3.7
What's New in v4.0
What's New in v4.1
What's New in v4.2
What's New in v4.3
What's New in v4.4
What's New in v4.5
What's New in v4.6
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Underwriting Cheat Sheet
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Cheat Sheet for Life Underwriters
Updated 3 months ago
