If you want to store the list externally, you are able to Export the returned search results. Follow the steps below to export the search results.
Select Claim > Follow Up Management.
Enter your Search Criteria, and click Search.
Check the box next to the claims you wish to export.
Click the Export button.
Place a check in the box to Include the claim follow up notes in the export.
Chose to include all notes or just the most recent note in the export.
Place a check in the box to Include relative patient notes in the export.