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.

Name your dashboard Claimcheck.

Select Add/Remove Widget.

Then, check the box for CLAIMCHECK assignments.

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

Make sure to hit Save.

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