Direct Bill Automation

Overview

Custom Views let you save filters on the Statements Dashboard so you can return to the statements you work with regularly without rebuilding your filters each time.

For example, you can save a view for a specific carrier, date range, or statement status. Each team member can create views tailored to the statements they are responsible for.

Create a Custom View

1. Go to the Statements Dashboard.

2. Apply the filters you want to save.

3. Click Create View.

4. Enter a descriptive name, such as “Unposted Statements” or “Carrier Review.”

5. Save the view.

Open a Saved View

1. Click Custom Views in the upper-right corner of the Statements Dashboard.

2. Select the view you want to open.

Your saved filters will apply, displaying the statements that meet those criteria.

Rename a View

Click the pencil icon for the view you want to rename, enter the updated name, and save your changes.

Contact Us

Need more help? Contact us at [email protected] for more help.