When you select the View tab, the system displays your list of claims based on the default values. To update your Claims List, select your criteria and click Go.
You can change the criteria to view a more narrow or broad list of claims. You can view all claims or claims with a specific status and you can increase or decrease the number of days (from the current date) for which you want claims to display.
The available criteria fields depend on your assigned viewing level. Users who need to view only their claims select the following:
Status – choose from Open, Closed, Cancelled, Voided, or All. The program defaults to Any/All Open claims.
No. of Days – select the number of days previous to the current date for which you want claims to display. Based on your choice, the claim displays only if added during the past 30, 60, 90 or 120 days. The program defaults to 30 days.
Based on the viewing level rights of the carrier representative, additional sort criteria may be available – these include Office and User.
Office - allows you to select from the list of offices the specific office for which you want to view claims or you can view claims for all offices.
User - allows you to select a user for whom you want to view claims. The selection list is based on either the user's assigned office or, if the Office field is available, the selected office, and includes all users for that office. You can also choose to view claims for all users.