Claims at Risk

The Claims at Risk screen provides an overview of the claims at risk within your group:

Time Frame

You can easily filter the data that displays on the Claims at Risk screen, select Time Frame and choose the time range required:

Claims at Risk Headline

The Claims at Risk headline provides a dynamic summary of the claims at risk over the selected date range:

Claims at Risk

Claims at Risk displays the financial performance of each store in your group in ranked order:

• Search - To search for an individual store, simply enter the store name in Search and the table updates as you type.

• Sorting Data - Select any header to sort pharmacies by the chosen header, for example, select Value at Risk to sort pharmacies by value of claims. You can sort ascending or descending as required.

• Viewing Prescriptions - Select to view an individual store's prescriptions. See Claims at Risk Store Summary for more details.

Exporting Data

To export all Claims at Risk data for your group to a CSV file:

1. From the Claims at Risk screen select EXPORT :

   

2. The CSV file saves to your local Downloads folder.

   Training Tip - To view the Downloads folder, open Windows File Explorer, and then locate and select Downloads. A list of your recently downloaded files displays.