Search Claim

The Search Claim screen opens blank and allows the user to filter the results using the Search Options, Date Range, and Search Criteria fields.  If returning to the Claims module, the Search Claim screen will pre-fill with last Claim results selected.

To search for a Claim, click the Claims Module icon or the Search Claim menu item.

Complete the search fields filters and press Search to display the Claims Lister.

Note:

If search fields are left blank all claims will appear.

When the list comes up to select from the following is found:

 

Each item is hyper linked and will open the details of the claim.  Example: Click on Carrier Claim #, Agency Claim # or Claimant and the appropriate claims screens opens.  Click on Policy number will open the Policy screen etc.

 

Actual Claim screen has the following menu items in the left blue frame: SearchAdd/Edit Claim, Notes, Client Information, Policy Information.  Find claim displays same look up as described above.  Add/Edit asks to look up client and policy (like current policy servicing look up screen).  Notes calls find claim to find the claim notes may be attached to so a new note can be added or one edited.  If Client Information or Policy Information is selected, then the actual screen for the client or policy associated with listed claim displays in a new window.