Definitions: Claim Custom Tracking

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.

To add or edit available claim tracking status options:

  1. Double-click an existing item or click Add to create a new item. The Edit Definition window will open.
  2. Hidden: Check to hide this status when no longer in use.
  3. Name: Enter the claim tracking status.
  4. Days Suppressed: Enter the number of days to exclude a claim from the outstanding insurance claims report for this status.
  5. Click OK to save.

To remove an item from custom tracking status lists, double-click the item and click Delete. If the item has been used it cannot be deleted.