Claim Control Filters

To quickly use the Claim Control screen, save and use search criteria filters. Using saved filters will help you retrieve the information you need faster.

1. Select Claim > Claim Control.

2. Enter your Search Criteria.

3. Click the Save link.

4. Add a Name to your filter.

5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

6. Click Save.  

1. Select Claim > Claim Control.

2. Click the Load link.

3. Click on the Filter you wish to use.

1. Select Claim > Claim Control.

2. Click the Load link.

3. Click on the Filter you wish to update.

4. Enter your updated Search Criteria.

5. Click on the Save link.

6. Choose whether to Update Filter or Save as New Filter.

1. Select Claim > Claim Control.

2. Click the Load link.

3. Click on the  icon next to the filter you wish to remove.

4. Click Delete.