Filter Claim List

Select specific criteria to filter the Claim List.

1. From Home Base, click Clients & Files.
2. Select Customers from the dropdown menu.
3. Select the appropriate customer in the list.
4. Click the Claim List button on the button bar.
5. On the Claim List, click the Filter tab.
6. If this is the first time a Claim List filter is being defined, the View Claims screen displays.
   
   If a filter has been defined previously, click Options and select Filter Setup to open the View Claims screen.
7. Select All, Open, or Closed to specify the category of claims to view.
8. Select the Date Order (whether the claims are listed starting with the Most Recent or Oldest).
9. Enter Date Filters (if desired). Enter From and To values for the Loss, Reported, and Assigned claim dates.
10. Policies display on the right side of the View Claims screen. Choose the policy or policies to include in the viewing criteria. All policies are included if no selections are made.
    
    Note: To select multiple policies, press [CTRL] while selecting policies.
11. Click OK to save the filter criteria for the current client.

If you do not want to save your settings and want to return the filter options to the default, click Reset.