Upon initial access into the Claims interface, the main grid is empty.  In order to populate this grid the user must first locate records using the Find feature.  A variety of information can be used to select records to be displayed in the main grid, including partial data values based on claim or order record information.

 

Listed below is the Find dialog.  From it, a user can specify any, and all, fields to find the records they need to manage. 

 

Use the Find dialog to locate claim records by Claim Information and/or Order Information from either claim and/or order records.

 

Figure 31: Claims Find dialog on Claim Information tab

 

The fields available within the Order Information tab include the following:

 

Last Name/Company Name

First Name & MI

Estimate Number

Order Number (along with Partial, Overflow, and Set-Off sub-fields)

GBL Number

SSN

National Account

 

The “None selected” value and the drop-down menu button (boxed button with down arrow) indicates that the field contains a drop-down of values that a user can select from. 

 

A user can also use the initial part of a partial Claim Number to allow the search to select a broader range of records.  For instance, entering “CLM-102” will retrieve all claim records that begin with “CLM-102”.

 

The same can be done for all other, non-drop-down fields, except for the Multi Loss Alert Number field.  This field, along with any field that allows direct data entry, allows for the use of the wildcard values of “%” and “_”, which allows for replacement of a series of characters or a single character, respectively.  See the Filter Builder section for more information on wildcard searches.

 

The search ignores the case of the search value, so “CLM” would be treated the same as “clm”.

 

If the search is successful, then claims record information will display within the main grid of the Claims tab, and selecting a record in this grid will activate all other grids and tabs of the interface with information on that specified claim.

 

If there are no records, then the “<no data to display>” indicator will appear within the grid.

 

Another technique a user can employ is to enter only one date for either the Date Created or Date Closed ranges.  This will return all records from that date into the future; no ending date will need to be specified.

 

Notice that the Multiple Loss Alert Number can also be part of the search criteria.  The data for this field is set within the Claims Detail dialog and is used to organize multiple records as part of a larger claim.

 

Reference the Find topic for more information.