Configuring custom claim summary templates


ClaimMaster lets you configure custom templates for the summary paragraph. To do so, click "Configure Templates" from the dialog that comes up when you generate a summary. In addition, you can configure custom templates by clicking the "Configure Claim Summary Templates" button in the Preferences



Feature Options

The following options are available for specifying custom claim summary templates:



    1. Here you can select pre-existing templates or add new templates. Once you select a template, its text will appear in the “Summary Text” section of the window.
    2. Specifies the template name.
    3. Edit template text in this section. To specify a claim summary template, type the text in the "Summary Text" box. The software will replace placeholders (e.g., [NEW_CLAIMS]) with appropriate claim numbers. The software will also place verbs (e.g., is/are, etc) in proper singular or plural form to keep the summary grammatically correct. The following placeholders are available:

• [INDEP_CLAIMS] - placeholder for the independent claims

• [AMENDED_CLAIMS] - placeholder for the amended claims

• [NEW_CLAIMS] - placeholder for the new claims

• [WITHDRAWN_CLAIMS] - placeholder for the withdrawn claims

• [PENDING_CLAIMS] - placeholder for all of the pending claims

• [CANCELLED_CLAIMS] - placeholder for the canceled claim

• [CURRENTLY_PENDING_CLAIMS] - placeholder for the currently pending claims

    1. Edit, add new, or delete templates
    2. Here you can specify the desired dash-type for grouped claim listings (regular dash, en-dash, or em-dash)
    3. Once you finish editing, save the existing templates using this buttons.