Difference between revisions of "Searching for existing Claims"

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Searching for Claims in SchemeServe is easy.
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It's easy to search through all your claim details in SchemeServe and there's a powerful set of search tools to help you with the job.
Click on the Claims tab and search.
 
  
You're given dropdown lists to allow you to specify the search criteria to find the Claim(s) you're interested in.
 
Enter the details and press the Search button.
 
  
This displays a list of all matching Claims. Note that at this moment in time, there is no direct way to jump from the Claims list to the Claim as it's a report designed as a report for printing. You can however take note or copy the Claim ID and type or paste it into the Jump to Claim box to go to the claim directly.
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== Searching for Claims ==
  
Instead of Just searching and retrieving a list, you can export the search results to a CSV file.
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#Log in to SchemeServe
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#Click the '''Claims Tab'''
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#Use the drop down Menus to search by Claim Type, Insurer, Scheme, or Agent
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#You can use the Client field to search by their Reference or Name
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#If you would like to specify a Date Range then click the '''Change? Link''', set the Radio Button to either Not Limited or Claim Date and then use the drop downs to set the Date Range and then Click on the Change Button to confirm the Date Range
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The claims matching your search terms will then be shown in a list below. You can click the '''Claim ID Link''' to View the Claim.
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/3hKZ319Iml4" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also: ==
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[[Jumping Straight to a Specific Claim]]
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[[Exporting Claim Data for External Use]]
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[[Recording Claims]]
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[[Editing existing Claims]]

Latest revision as of 07:41, 1 February 2017

It's easy to search through all your claim details in SchemeServe and there's a powerful set of search tools to help you with the job.


Searching for Claims

  1. Log in to SchemeServe
  2. Click the Claims Tab
  3. Use the drop down Menus to search by Claim Type, Insurer, Scheme, or Agent
  4. You can use the Client field to search by their Reference or Name
  5. If you would like to specify a Date Range then click the Change? Link, set the Radio Button to either Not Limited or Claim Date and then use the drop downs to set the Date Range and then Click on the Change Button to confirm the Date Range


The claims matching your search terms will then be shown in a list below. You can click the Claim ID Link to View the Claim.


Video Tutorial


See Also:

Jumping Straight to a Specific Claim

Exporting Claim Data for External Use

Recording Claims

Editing existing Claims