This video tutorial discusses the "Claim List" page which utilizes ClickClaims’ data grid layout enabling you to view the data you want, how you want it. It also provides you with the tools you need - by the use of modes, actions, and views - to perform an array of tasks necessary to manage your claim records.
Chapters
- Introduction
- Accessing the "Claim List" Page
- About the "Claim List" Page
- Mode and Action Buttons
- New Search Button
- Accessing "Views"
- Reordering Columns
- Sorting Columns
- Grouping Columns
- Best Fit
- Adding/Removing Columns
- Filtering Columns
- Grid Settings
- Save Settings
- Clear Settings
- Refresh Button
- Exporting to Excel, CSV, or Word
- Pages
- Filtering By Insured's Last Name
- Record and Page Count
- Contact Us
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- Reopen Video Tutorial
- XactAnalysis Exporter Article
- XA Exporter: Exporting a Claim from ClickClaims Video Tutorial
- Display Mode Video Tutorial
- Edit Mode Video Tutorial
- Batch Edit Video Tutorial