Everything you need to know about the Widget Library
Widgets are available on the home screen to show snapshots of information. Any lookup Grid or Column heading may be turned into a widget. Widgets are stored with the company data and are available to all users of the company file.
Accessing the Widget Library
To access the Widget Library, click the Libraries button located in the ribbon bar → select Widget from the menu.
The Show column determines if the widget will be visible on the home screen when using the Tile View option.
Default Widgets
- Batch Status
- Claims Over 120 Days (Max 50)
- Claims Over 90 Days (Max 50)
- Claims with a Credit Balance (Max 50)
- Payments with Balance Remaining (Max 50)
- Rejected Claim from Posted 277-CSR Reports
- Undisbursed Payments (Max 50)
Creating Widgets
See the Creating Widgets article for more information on creating and using widgets.
Editing Widgets
To modify an existing widget, click on the Edit button.
The following pop-up screen will appear:
Widget Name – The names that are displayed in the available widget list
Description – A description of the widget.
# of Rows – Limits the number of rows shown in the widget
Click Action – When an item in the widget list is double-clicked, you can choose to either show the claim, show the patient, or show the payment.
Layout – To modify the visible columns and filter settings, simply right-click on the column header and select Column Chooser. In this example, the list is filtered to display only claims that are ready to be submitted.
Work Lists -- Widgets are a great tool for creating work lists that help users manage claim follow-up