Save Follow Up Management Filters

To help you quickly use the Claim Tracker screen, you are able to save and use search criteria filters. Using saved filters will help you pull the information you need faster.


  1. Select Claim > Claim Tracker.

  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.