Setting Up the Office Expert

Defining Insurance Claim Queue Items

When you define an Insurance Claim Queue item, you add an item that provides summarized information about insurance claims in the queue.

To define an Insurance Claim Queue item:

1. On the Experts tab, select Insurance Claims Queue from the Office Expert Category section. This category is highlighted on the right side of the panel.

2. Click New. The Insurance Queue Filter Options window is displayed.

3. Select the appropriate fields on this window to set the filter required for the insurance queue.

4. Click Ok. This new filter option is displayed on the Practice Data Entry window.

5. When selecting the Insurance Processing Queue link in the Practice Central window, the Insurance Processing Queue enables you to view saved filter options.