Claims at Risk Store Summary

The Claims at Risk Store Summary screen enables you to view a store's expiring claims over a set time frame. To view a store's prescriptions: 

1. From the Claims at Risk screen select VIEW PRESCRIPTIONS alongside the store required:

   

2. The Claims at Risk screen displays for the selected store:

   

Filtering, Searching for, Sorting and Exporting Data

You can filter, search, sort and export the data displayed:

• Search - To search for a prescription, simply start typing the prescription ID in Search , the table updates as you type.

• Filtering Dates - Filter the date range from the available list as required.

• Sorting Data - Select any header to sort prescriptions by the chosen header, for example, select Claim Expiry Date to sort prescriptions by the claim expiry date. You can sort ascending or descending as required.

• Exporting data - To export the next 28 days Claims at Risk data to a CSV file, simply select EXPORT  to export the CSV file to your local Downloads folder.

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