Skill Sharpeners

Exercise 1—Archive a claim.

To archive a claim:

  1. Select Lists > Insurance Claims > Main claims list. The Insurance Claims window is displayed.

  2. Select the filters: Refused, Collected, Paper, and Electronically.

  3. Use the Date range filters to display a list of claims from three years ago.

  4. Click Filter Claims. The filtered list is displayed.

  5. Select a claim from the list and click Archive claim.

  6. Click OK twice.

Exercise 2—Restore the claim: 

  1. Select Lists > Insurance claims > Archived claims list.

  2. Select the claim and click Restore claim.

 

Related Topics

Archiving Claims