Follow-up Reminders

Learn how to:

To reduce clutter in your Inbox, you can hide claims you are not working on until a future date. On the scheduled date, the claim will reappear in your Inbox and a message will display.

Use the Claim page to set and delete a follow-up reminder:

  1. Enter the claim number in the search field and click the search icon.
  2. In the search results, click the claim number to go to the Claim page.

Set a follow-up reminder

  1. On the Claim page, click Schedule follow-up reminder.
  2. Select the date from the calendar.
  3. Click Save.

What happens next?

On the Claim page, a message tells you that a reminder is set.

A message reminds you that a follow-up is scheduled.

Change a follow-up reminder

  1. On the Claim page, click Edit on the follow-up reminder banner.
  2. Type or select a date.
  3. Click Save.

Delete a follow-up reminder

A follow-up reminder stays visible until you delete it (even if it is past the reminder due date).

On the Claim page > follow-up reminder banner, click Delete.