My Claims

Click My Claims on the navigation bar to view and work claims that are assigned to you.

Working in My Claims

Sort

To sort by one column, click the column name.

To sort by multiple columns, click the column name then hold down the shift key and click the next column name.

Filter

Under each column header you see a box. Depending on the column, enter the number or word you want to filter on in that box.

Manage My Claims columns

You can configure which columns of information displays in My Claims. Click 'Customize columns' on the upper right. Move columns from hidden to visible (or the reverse) by clicking on the column name and then the direction arrow. Be sure to click Save when you are done.

Select the columns that display in your Inbox by clicking the drop-down menu and selecting the columns from the list.

Exporting My Claims to a .csv file

Click "Download CSV" to create a .csv file.

Note: At the time of the download, the system will respect all existing filters or sorts.

Un-assign claims that are assigned to you

  1. On the navigation bar, click My Claims.

  2. To un-assign all claims:

    1. Click the box at the top of the table next to the "Claim #" column.

    2. Click the "Un-assign selected claims" button.

  3. To un-assign one or more claims:

    1. On the line of the claim you wish to un-assign, click the box next to the "Claim #" column.

    2. Click the "Un-assign selected claims" button.

Working claims from My Claims

There are several ways to work claims in My Claims:

  • Select a claim number to enter into a workflow.

  • Pick the claims you want to work to create a customized work queue.

Workflow - work claims by oldest date of service/run number

Click a claim number in your My Claims to enter into a workflow where you will be served up the next oldest claim as you finish the first.

If you are done working the first claim, click Skip to next claim in the green bar at the top of the page to advance to the next claim. In this way, you can move through all of the claims that are assigned to you.

If you need to leave this workflow for any reason, you can come back to My Claims and click a claim number to start up again.

Work queues from My Claims

A work queue can be created from the Dashboard (made up of unassigned claims) or from My Claims (made up of claims assigned to you).

  1. Click My Claims on the navigation bar.

  2. Click the row of the claims you want to work. As you click, the claim row will highlight in yellow.

  3. When you are all done selecting claims, click Work selected claims. You will enter into a work queue as indicated by the green bar at the top of the page.

    Go to the next claim: All done with the first claim? Click Skip to next claim.

    Pick a claim: If you don't want to work the claims in the sequence they are being delivered, click View my queue. Click the claim number you want to work on from the list of claims that display in the window.

    Cancel the work queue:

    1. Click View my queue. A list of all the claims you put into your work queue displays in a window.

    2. Click Clear queue.

    Leave the queue and return later: You can leave the queue at anytime (even after you log off) and come back to the very spot you left. Just click Work queue on the navigation bar.

Note: Custom work queues are saved for seven days. However, if you navigate to the Dashboard and select Pick claims or if you pick a new grouping in My Claims, the new selection will override your existing work queue.