Save 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.