View Claim Summary

Follow the steps below to view a summary of the claim. 

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Claim Summary tab from the side panel.

  3. Review the claim information. 

  4. Optional: Set a Follow Up date

  5. Click Save.