Difference between revisions of "Searching for existing Claims"

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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