Tracked Claims

The Tracked Claims tab is an easy way to view claims being tracked. This tab only displays claims that have tracking pins attached to them.

On the Tracked Claims tab you have the option of viewing all tracked pins or you can view one specific pin type.

Add a Claim Tracking Pin

1. Click the Claims button on the Navigation bar.
2. Press and release the Alt button on the keyboard, click Billing and select Options from the list displayed.
3. Click Manage Claim Tracking. The Edit Claim Tracking Pins window is displayed.
4. Click the Add button .
5. Type in the pin name and abbreviation.
6. Click the Select Color button and choose the Pin Icon color.
7. Click OK to save.

Edit a Claim Tracking Pin

1. Click the Claims button on the Navigation bar.
2. Press and release the Alt button on the keyboard, click Billing and select Options from the list displayed.
3. Click Manage Claim Tracking. The Edit Claim Tracking Pins window is displayed.
4. Click to select the appropriate pin and click the Edit button.
5. Edit the pin as required.
6. Click OK to save your changes.

Delete a Claim Tracking Pin

1. Click the Claims button on the Navigation bar.
2. Press and release the Alt button on the keyboard, click Billing and select Options from the list displayed.
3. Click Manage Claim Tracking. The Edit Claim Tracking Pins window is displayed.
4. Click to select the appropriate pin and click the Delete button . The pin is deleted.

Set Tracking Pin

Assigning a tracking pin is an easy way to mark a specific claim of interest. All claims with tracking pins attached can be viewed on the Tracked Claims tab.

1. Click the Claims button on the Navigation bar.
2. Click the appropriate tab.
3. Right-click on the appropriate claim and select Set Tracking Pin from the list displayed.
   
   Note: Set Tracking Pin is only displayed in the right-click list if at least one tracking pin exists.
4. Select the pin from the list displayed. The tracking pin is now attached to the selected claim.

Clear Tracking Pin

1. Click the Claims button on the Navigation bar.
2. Click the appropriate tab.
3. Right-click on the appropriate, select Set Tracking Pin from the list displayed.
4. Click None. The tracking pin has been removed from the selected claim.

Filter Pin View

A user can opt to view all of the tracking pins or one specific pin type.

1. Click the Claims button on the Navigation bar.
2. Click the Tracked Claims tab.
3. Click the and select the appropriate pin from the Pin Filter list displayed.
   
   Note: The default is to display all pins.