Claim Archive Button (F5)
Clicking on the ‘Claim Archives’ button will bring up a Claim List Dialog box. The Claim List Dialog box lists all the claims stored in EZClaim. Use this Dialog box to:
• Sort Claims by Column Headings
Note: To customize the width of a column heading, position the cursor on the line between the column headings. When the cursor becomes two arrows left click and move column right or left.
Filtering the Archive Claim List
You can filter the list by any combination of 3 options:
Edit a Claim
To edit a claim from the Claim list, select by highlighting a claim and click on the Edit button.
Deleting Claims
How do I delete multiple claims after they have been paid?
To delete more than one claim…
1. Click the first claim in the list to delete.
2. Hold down the shift key and click on the last claim to delete.
3. Click the Delete button located at the right of the window.
Note: To select random multiple claim forms, hold down the Ctrl key and highlight each claim to delete, click on Delete.
Warning: You cannot delete a claim that is currently showing on the screen.
Mark Claim as Paid
How do I keep track of claims that have been paid?
EZClaim is not an accounting package but it does allow you to track payments and print aging reports. To help keep track of claims that have been paid, it offers the ability to mark claims as paid. See Entering Payments and Adjustments for more information on entering claim payments.
To mark multiple claims as paid:
1. Open the Claim Archives dialog box.
2. Select the claims to mark and click the ‘Mark as Paid’ button.
Note: that you cannot mark a claim that is being edited.
Column Headings - Sorting Claim List
Click on the column heading to sort the list using the data in that column.
To customize the width of a column heading, position the cursor on the line between the column headings. When the cursor becomes two arrows left click and move right or left.