Claim Worklist Views Setup

You can set up and manage the list of items that appear on the Claims Worklist window. The items appear as sortable columns on the Claim Worklist and Worked Recently tabs.

  1. Click Setup > Insurance > Claim Worklist Views.
    The Claim Worklist View Setup window opens.
    Note: Views can be set up for all offices or individually for each office. The current list of views appears on the left side of the window below each office, and information about the viewable columns is shown on the right.
    Note: When adding or editing a claim worklist view, complete the information on the window.
  2. Click Save.
    Note: You can select multiple offices when adding or editing a claim list view.