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Add a Claimcheck dashboard

Set up a dashboard to help you manage all your Claimcheck cases in one place.

On the Case Listing page, select the Add Dashboard Tab icon.

add dashboard button icon

Name your dashboard Claimcheck.

name the dashboard claimcheck

Select Add/Remove Widget.

Then, check the box for CLAIMCHECK assignments.

enable claimcheck assignments

Next, go to Auto-Refresh and turn it On.

Make sure to hit Save.

turn on auto refresh

You can now see all of your Claimcheck cases in one place!

newly created claimcheck dashboard

 
 
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