Edit user-defined claim tracking quick filters

Some of the claim criteria used in claim tracking Quick Filters can be user-defined. Quick filters allow you to locate only the claims that match the selected Quick Filter criteria.

To edit user-defined claims criteria:

1. In the main menu header, click Claims > Track/Assign Claims. The claim tracking page opens.
2. In the View Tracking tab, ensure that Use Quick Filters is selected.

3. In the Select quick filters list, click the desired user-defined quick filter. The edit window for that variable opens. In the following example, the Status variable options are being edited.

   

4. Do any of the following as desired:
   • To add a new option, click Add New. A new line is added to the table. Type the option in the row.
   • To edit an option, click in the row and make the desired change.
   • To delete an option, click the blue cell to the left of the name and then click Delete.
5. Click Save.
6. Click Close.