View/Add Alerts From Follow Up

Follow the steps below to view/add an alert from a follow up.

1. Select Claim > Follow Up Management.

2. Enter your Search Criteria or Load a Search Filter.

3. Click on a line item to open up a specific claim.

4. Click the Alerts tab from the side panel.

5. Click Add Alert.

6. Write the message you would like to have appear in the alert pop-up.

7. Use the Display Options boxes to determine when you would like the alert to appear.

   For more information on the Display Options, reference the Alert Display Options Help Article.  

8. The Effective Date Range allows you to set how long the alert should remain active. 

9. Click Done to add your alert.

10. Click Save.  

    

    Reduce the amount of clicks when saving by using the Save button’s drop-down arrow  to update this claim and move onto another record or return back to your search results.