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CS Dental Employee
CS Dental Employee

Claims List UI and Functionality Update

Hello Everyone,

We have some ideas floating around about some updates to the Claims List UI, filters and actions.

Please take a look below.

Would these changes save time with your Claims Management workflows?

Is there anything we are missing that would make things quicker/easier?

Updates include:

  • Expand window size
  • Add additional filters: Primary, Secondary
  • Add the ability to filter by date range
  • Add ability to Clear All claims in view 
    • i.e. Filter by date range then 'Clear All' old claims
    • Security around this button
  • Adding Search by Pt. Name
  • Add sort by date column

 

ClaimsUI.jpg

 

 

If you choose the "Clear All" button and you have the security access, you would be presented with a message as follows:

ClaimsUI_message.jpg

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tmslaug2
Premolar I

Re: Claims List UI and Functionality Update

This would save our office a tremendous amount of time, especially the ability to 'clear all ...'.