Search

5 articles

Search

Search is a powerful feature that allows you to filter and view any combination of assignments in your company. You can customise your results by adding columns, using saved column and filter sets, c…

Updated 2 years ago by Mara K

Search Filters

Insurer Group. This filter allows you to select one or more insurers. Search only displays assignments from the selected insurers. Date. Click the date filter in the ribbon to select an assignment st…

Updated 2 years ago by Jill Bowers

Assignment Queue

This article refers to the new version of the Assignment Queue that is a part of Search. For information on the old Assignment Queue, please see our Classic Assignment Queue article. Please note that…

Updated 1 month ago by Mara K

Estimate Review Queue

This article refers to the new version of the Estimate Review Queue that is a part of Search. For information on the old Estimate Review Queue, please see our Classic Estimate Review Queue article. P…

Updated 1 month ago by Arianne G.

Payment Queue

This article refers to the new version of the Payment Queue that is a part of Search. For information on the old Payment Queue, please see our Classic Payment Queue article. Please note that the Clas…

Updated 1 month ago by Mara K

Search

Search

Search Filters

Assignment Queue

Estimate Review Queue

Payment Queue

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