Definitions: Claim Custom Tracking

Add and edit statuses used when tracking claims.

In the Main Menu, click Setup, Definitions, Claim Custom Tracking.

The Claim Custom Tracking definition determines the list of claim tracking statuses available on the Edit Claim - Status History Tab.

Use custom statuses to filter the Outstanding Insurance Claims Report by status and to exclude claims from the report for a certain number of days after a status is changed. Set the number of days in this definition.

Double-click an existing item or click Add to create a new item. The Edit Definition window opens.

Click Save to exit the window and keep changes.