Knowledgebase: Claims
How can I confirm that claims have been generated for each order with insurance?
Posted by Meghan Modreck on 09 May 2014 12:21 PM

1. Go to File > Reports > Order > Aged Receivables.

2. Enter search criteria in the Criteria tab.

Note: You may search by the insurance on the order, the order status, and/or the order date range. You can also leave the criteria blank for a full report of orders.

3. Click the Search button.

4. You will now see a list of results for any order created, which includes the name of the insurance if one was selected on the order.

5. Under the Insurance Claim column, it will note "Yes" if a claim was created, and "No" if a claim has not yet been created.

Note: To view just orders with insurance, click the Filter button and select the insurance from the drop-down

(1 vote(s))
Not helpful

Copyright © 2015 Insight Software, LLC | My Vision Express