Creating a Workflow by Profit Center

You can create a workflow from the Dashboard to work incomplete claims by profit center. This functionality must be turned on in Settings > Profit Centers > "Work account verification claims by profit center."

After the setting is enabled, use the following steps to create a workflow:

1. Clicking the "Work" button on the Dashboard.

2. Click the "Profit center" field and then select the profit center name from the list. Multiple centers can be selected.

   

3. Click "Continue." The oldest incomplete claim in the profit center you selected displays (claims are presented oldest to newest).