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Every claim in one place

Claims of every status in a single list — silently synced every 2 minutes, active work lists, sort by age or amount, one-click Excel.

What you get

  • Claims of every portal status in one searchable list
  • Silent sync every 2 minutes — never while a claim form is open
  • Active work lists, age filters (≤30 / 30+ / 60+ / 90+ days) and amount totals
  • One-click Excel export of any filtered list

How to use it

  1. Log in to the portal and open the side panel
  2. Pick Active lists, All claims or Today
  3. Filter, sort, or click a claim to see its full profile

Related guides

Update to a new versionReplace the files and reload — without losing any data.Set up AI document readingAdd your own AI key so the extension can read bills and prescriptions.Export staff analyticsSend counts-only usage data to the admin panel yourself.
Every claim in one place
Every claim in one place (sample data)