Widgets

Widgets are a great tool to manage your claims and find information at a glance

To easily navigate this article, use the links provided below. At the end of each section, click "Back to Top" to return to this menu.

Widgets

Tile View

Displaying or Removing Widgets

Widgets Not Updating


Widgets

Widgets allow you to customize the information shown on the home screen.  You can create an unlimited number of widgets and show them on the home screen.  

There are a number of Widgets available and users are encouraged to create their own to meet their office needs.

Back to Top

Tile View

Tile View is the initial view when you install EZClaim.  This view offers the most information in an easy-to-understand layout. 

The tiles on the left can be re-ordered by dragging and dropping the tiles up or down.  Each tile shows the name of the widget and the number of records within each widget.

Widgets are not automatically refreshed due to the potential workload they could produce.  To refresh the widget data, click the refresh button below the tiles.  There is also an indicator showing when the tiles were last refreshed.

 Back to Top

Displaying or Removing Widgets

Widgets are automatically shown as a tile on the home screen.  Tiles can be removed from the home screen by changing the Show check box in the Widget Library.

Back to Top

Widgets Not Updating as Expected?

To update the widgets and display the most recent information, it may be necessary to add new claim notes containing keywords such as "rejected" and/or "denied". These keywords are used to populate the following widgets based on the content of the most recent claim note on file.

  • Denied Claims from Posted 835 Files
  • Rejected Claim from Posted 277-CR Reports

Back to Top