- Search Claims in Ready Apprentice
- Filter Claims in Ready Apprentice
- Export Claims data in Ready Apprentice
- Perform Bulk Actions against the Claims data in Ready Apprentice
Search Claims in Ready Apprentice:
The Claims advanced search is in the navigation menu under Search on the left side of the Ready Apprentice Dashboard.
Filter Claims in Ready Apprentice:
Use the Add Filter drop down menu on the left of the dashboard to filter the Claims data.
Export Claims data in Ready Apprentice:
Use the Export button on the right of the dashboard to export filtered lists of Claims data. If no checkboxes are selected, it will export the entire list of Claims data.
This will open the New Export Template Modal. Select the table columns you would like export under ‘Available fields’. Optionally, Save the template as, Name your export file and/or add a description.
Perform Bulk Actions against the Claims data in Ready Apprentice:
Use the Actions button to perform bulk actions against the Claims data. Select the Claims data you want with the checkboxes on the left of the dashboard. If no checkboxes are selected, it will action the entire table of Claims data.
The below actions can be performed on Claims data;
- Receive
- Invalidate
- Revalidate
- Reject
- Awaiting Information
- Bulk Assign
- Bulk Send Emails
- Add Filenotes
This data is related to all claims inside Ready Apprentice.