How do I track claims ?

Users can now use the Claim Status drop-down menu to flag Worksheets for claim tracking. 

For set up:

To begin, go to Settings > Common Information > Claim Tracking.

Here you can add your own User Defined Feilds to populate on the drop down.

To use:

From the Worksheet, you can select a Claim Status, regardless of what Status the Worksheet is in:

If a Claim Status is selected, it will appear in the header on the front of the Worksheet:

To filter for Worksheets with a Claim Status, go to the Worksheet Inquiry and select the Status:

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.