Adding Filters to the Claim Inbox

In this article:

• What are filters?
• How to Create a Custom Filter
• What can I filter on?
• I set up a filter. Now what?
• Editing & Deleting Filters

What are filters?

Filters are a way of managing the claim inbox more efficiently by setting up custom views based on data that you care about. Filters are located toward the top right of the page.

By default, every user has one filter called My Claims, which are the claims that you’re shared on. Or in other words, these are the claims that you’re working on.

Beyond that, you can set up your own custom filters to prioritize things that matter the most to you. For example, you may want to set up filters for specific insurance carriers, adjusters, project managers, job status, or any combination of these fields. 

You may set up as many custom filters as you like.

How To Create a Custom Filter

To set up your own custom filter, follow these steps:

1. From the Claim inbox, click the Add Filter button.
2. Select the field or fields you wish to include in your filter. Use the + or - buttons  to add or remove fields. 
3. Enter a name for your filter.
4. Click Add Filter.

What can I filter on?

You can use any combination of available fields. A few examples of possible configurations:

• Allstate jobs (Insurance Company)
• Allstate jobs where Jane Doe is the adjuster (Insurance Company + Adjuster)
• Allstate jobs where John Doe is the PM (Insurance Company + Project Manager)
• Jobs that are currently drying (Job Status)
• PM John Doe's jobs that are currently drying (Project Manager + Job Status)
• State Farm jobs that are currently drying (Insurance Company + Job Status)
• State Farm Jobs from last quarter (Insurance Company + Date)
• ...and so on

Available fields you can filter on:

1. Creation Date: You can enter a date range using the From and To fields
2. People: You can choose from various people-related fields. These correspond with the claim details that you see inside the claim. Make sure that any names you type here are spelled exactly the same as they are in your claim(s).
3. Status: You can select job statuses such as Mitigation Started, Drying, etc. 
4. Only My Claims: will further limit the filter to claims that you are shared on (claims that you are not shared on will be excluded from the filter).

I set up a filter. Now what?

You can find your custom filters by clicking the dropdown near the top right corner of the claim inbox. Simply click a filter to enable it.

Your claims list will now show only the claims that match the criteria of your filter. To disable a custom filter, select All Claims or My Claims.

Editing & Deleting Filters

To edit or delete a filter, follow these steps:

1. Click the pencil icon next to the filter.
2. Make your changes to the filter.
3. Click Save.
4. (Optional) Click Delete to erase your filter.

Updated July 16, 2024 07:32