Understanding the Dashboard
What does each column mean?
Nathan Koo
Last Update hace 2 años
1. Clicking on a claim number in the Claim # column allows you to reach the estimation screen of that claim.
2. You can select multiple claims and change their statuses simultaneously. Select multiple claims by clicking on the checkboxes on the left.
3. To reassign the main pricer of a claim, click the hamburger menu on the far right. Type in the pricer's name and press Assign.
4. To delete a claim, press the hamburger menu on the far right and select Delete Claim.
5. To search for a specific claim, type in any claim details such as a claim number, pricer's initials, carrier, status, total, # items, or date.
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