Define Filter Criteria

Additional claim filter options are described below:

Status/LOB Filters
Element	Description
Status Filters
Status	Check one or more of the following options to include in your filter: All - includes all claims (Default Selection) Open - includes claims with an open status Closed - includes claims with a closed status Incidents - includes incidents
Line of Business Filters
Claim Type/Sub Type	Check one or more of the following claim type options to include in your filter. Depending upon the line of business and your security access, the appropriate claim sub statuses are also available for selection. The default selection of each claim type is All. Worker's Comp Disability Auto Liability General Liability Property

Date Filters
Element	Description
Loss Date	Enter the Loss Date in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Loss Date allows you to retrieve claims with a date of loss occurring within the specified date range.
Claim Open Date	Enter the Claim Open dates in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Claim Open date option allows you to retrieve claims that were opened within the specified date range.
Claim Closed Date	Enter the Claim Closed dates in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Claim Closed date option allows you to retrieve claims that were closed within the specified date range.
Reopened Date	Enter the Reopened dates in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Reopened date option allows you to retrieve claims that were reopened within the specified date range.
Reported to Client	Enter the Reported to Client dates in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Reported to Client date option allows you to retrieve claims that were reported to the client within the specified date range.
Reported to Sedgwick	Enter the Reported to Sedgwick dates in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Reported to Sedgwick date option allows you to retrieve claims that were reported to Sedgwick within the specified date range.
Claim Last Update	Enter the Claim Last Update in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Claim Last Update date option allows you to retrieve claims with updates occurring within the specified date range.
Last Financial Update	Enter the Last Financial Update in the From and Through fields provided, or use the calendar that appears when you click in the fields to select a date. The Last Financial Update date option allows you to retrieve claims with financial updates occurring within the specified date range.
Relative Dates	This option, found after each of the Date Range filters, allows you to filter claims based on a specified period prior to the As Of Date. You may only specify a Date Range or Relative Date for a specific date type; you cannot specify both.

Lag Time Filters
Element	Description
Date Selections From/To	From field options are: Date of Loss Date Claim Reported By Client Date Claim Reported To Client Date Claim Reported to CMS Date Claim Created Date Claim Opened Date Claim Closed Date Claim Reopened To field options change based on From field selection.
Operator	Options for further defining Lag Days are: >= (Greater Than Equal To) > (Greater Than) = (Equal) Between <= (Less Than Equal To) < (Lass Than) Not Equal To You must select both a From and To date to enable the Operator drop-down menu.
Lag Days	Lag time between options in the Date Selections fields; enter a number up to three digits in length. Only the first field is necessary for all Operators except Between. You must select an Operator to enable the Lag Days field(s).

Policy and Plan Filters
Element	Description
Include / Exclude	Select whether to Include or Exclude claims with the specified plans and policies from the filter results.
Available Plans	Displays all available plans associated with the contract.
Selected Plans	Displays all plans selected for the filter.
Search Policy Numbers	Search for a policy by either the full policy number or a partial policy number. Results that include your search criteria anywhere in the policy number display in the Available Policy Numbers pane. Note: To view all available policy numbers again after searching, clear the Search Policy Numbers field and click Search again.
Available Policy Numbers	Displays up to 5000 policies associated with the contract.
Selected Policy Numbers	Displays all policies selected for the filter.
Available Policy Periods	Displays all available policy periods associated with the contract.
Selected Policy Periods	Displays all policy periods selected for the filter.
	Allows you to add selected Plans, Policy Numbers, or Policy Periods to your filter
	Allows you to add all Plans, Policy Numbers, or Policy Periods to your filter
	Allows you to remove selected Plans, Policy Numbers, or Policy Periods from your filter
	Allows you to remove all Plans, Policy Numbers, or Policy Periods from your filter

Agency Filters
Element	Description
Agency Number	Enter an agency number to search for matching agencies
Agency Name	Enter an agency name to search for matching agencies
City	Enter an agency city to search for matching agencies
State	Enter an agency state to search for matching agencies
Search	Click to search for agencies matching the information entered above, or click with all four fields blank to view agency records.
Search results pane	Search results appear in this window based on the search criteria entered
Action column	Click the green plus icon to include the agency in your filter; the agency is displayed in the Selected Agencies pane
Selected Agencies	Displays the agency information selected from the search results
Remove All	Removes all records from Selected Agencies
Action column	Click the red X icon to remove an agency from the Selected Agencies pane

Claim Policy Filters
Element	Description
Policy Source	Enter a policy source value to search for matching policy sources
Ext_SourceSystemRecord	Enter a code to display matching results
Legacy Producer Code	Enter a legacy producer code to search for matching results
	Allows you to add selected values to your filter
	Allows you to add all values to your filter
	Allows you to remove selected values from your filter
	Allows you to remove all values from your filter

Financial Filters
Element	Description
Net and Gross	Select Net to include recovery amounts in paid and incurred figures; default setting is Gross.
Claim Financials	The following fields are available for selection under the Claim Financials section of the Financials filters option: From the drop-down menu next to each field, you can select if the filter should return claims with totals Greater Than or Equal To (>=), Greater Than (>), Equal (=), Between, Less Than or Equal To (<=) or Less Than (<) the entered amount. If you select Between, both of the following two fields must contain values. Incurred - Enter the From and Through dates to include claim-level financials for incurred amounts within the specified date range. Future Reserves - Enter the From and Through dates to include claim-level financials for future reserves within the specified date range. Paid - Enter the From and Through dates to include claim-level financials for paid amounts within the specified date range. Recoveries - Enter the From and Through dates to include claim-level financials for recoveries within the specified date range. Exclude zero-valued claims - Check this box to exclude claim financials for zero-valued claims on Incurred, Future Reserves, and/or Paid. After selecting a Claim Financial Filter, you can filter by Indemnity, Medical and Expense.
Event Financials	The following fields are available for selection under the Event Financials section of the Financials query option: From the drop-down menu next to each field, you can select if the filter should return claims with totals Greater Than or Equal To (>=), Greater Than (>), Equal (=), Between, Less Than or Equal To (<=) or Less Than (<) the entered amount. If you select Between, both of the following two fields must contain values. Incurred - Enter the From and Through dates to include event-level financials for incurred amounts within the specified date range. Future Reserves - Enter the From and Through dates to include event-level financials for future reserves within the specified date range. Paid - Enter the From and Through dates to include event-level financials for paid amounts within the specified date range. Recoveries - Enter the From and Through dates to include claim-level financials for recoveries within the specified date range. Exclude zero-valued claims - Check this box to exclude claim financials for zero-valued claims on Incurred, Future Reserves, and/or Paid. After selecting an Event Financial Filter, you can filter by Indemnity, Medical and Expense.

State/Province Filters
Element	Description
State/Province of Jurisdiction	Contains the listing of states/provinces you can choose from to add to your filter. The state/province of jurisdiction is the state/province where the claim was filed or the state whose laws apply to the claim (primarily applicable to workers' compensation claims). Highlight the desired state/province of jurisdiction(s) and click the arrow button to add, add all, remove, or remove all selections from the Selected State/Province of Jurisdiction column.
Selected State/Province of Jurisdiction	Displays the selected state(s)/province(s) of jurisdiction for your filter.
State/Province of Loss	Contains the listing of states/provinces you can choose from to add to your query. The state/province of loss is the state/province where the injury occurred.
Selected States/Provinces of Loss	Displays the selected state(s)/province(s) of loss for your filter. Highlight the desired state/province of loss and click the arrow button to add, add all, remove, or remove all selections from the Selected State/Province of Loss column.
States/Provinces of Payroll	Lists available states or provinces of payroll. Applicable to workers' compensation and disability claims only, this is the state in which the employee receives wages.
Selected States/Provinces of Payroll	Displays the selected states or provinces of payroll to be included in the filter.
States/Provinces of Premium	Lists available state or provinces of premium. Applicable to liability claims only, this field indicates in what state insurance premiums are paid.
Selected States/Provinces of Premium	Displays the selected states or provinces of premium to be included in the filter.
	Allows you to add a selected state/province of loss or jurisdiction to the Selected State/Province of Jurisdiction or Loss column.
	Allows you to add all selected states/provinces of loss or jurisdiction to the Selected State/Province of Jurisdiction or Loss column.
	Allows you to remove a selected state/province of loss or jurisdiction to the Selected State/Province of Jurisdiction or Loss column.
	Allows you to remove all selected states/provinces of loss or jurisdiction to the Selected State/Province of Jurisdiction or Loss column.

Claim Flag Filters
Element	Description
Claim Flag Filters	Check one or more of the following options to include claims with the specified claim flags or conditions in your filter: Litigation: Claims in litigation Medicare Beneficiary: Claimants indicated as Medicare beneficiaries Apportion: Apportioned claims Subrogation: Subrogated claims ICD At-Risk: Claimant is at risk of exceeding the recommended date range for their specific injury or illness; WC and DS claims only ICD Midrange: Claimant has been off work for at least half of the time recommended for their injury or illness; WC and DS claims only Relapse: Claimant has had a relapse of an existing injury or illness Excess: Claims in excess of their deductible or self-insured retention Tender: Claim was tendered to a third party for handling; liability claims only ERISA: ERISA (Employment Retirement Income Security Act) appeal(s) filed for the claim ERISA Appeal Decision Due: Decision due date entered on the ERISA Appeals tab of the Legal page; disability claims only SIF Notice Filed: Special fund notice filed for the claim; workers’ compensation claims only SIF Accepted by Fund: Special fund date accepted by the fund for the claim; workers’ compensation claims only Death: Claims for claimants who have died Rehabilitation: Claimants for which vocational rehabilitation services have been sought Overpayment Balance: Claims with overpayment balances Overpayment Recovered $0: Claims for which overpayment recoveries are due but for which nothing has been recovered Managed Care: Claims with active case managemen Nurse Triage: Claims that have been triaged by a nurse

Work Status
Element	Description
Work Status	Select one or more work statuses. Selecting more than one work status filters claims with any of the work statuses selected, e.g. the work status is Off Work or Restricted.
Effective Date	Add dates to return claims in which the work status selected is effective during that time frame. Leave the dates blank to return claims with the report's As Of Date.

Client Fields Filters
Element	Description
Remove Selected	Removes the selected rows.
Remove All	Removes all rows.
Add New	Opens the Client Defined Field Search page for selecting a client field and setting its filter criteria (expressions).
Edit Selected	Opens the Expression builder for editing a selected client field’s expressions.
Select All Checkbox	Selects all rows.
ID	Client-defined field ID number.
Field Name	Client-defined field name.
Expression	Operator by which the field is filtered, such as Is Equal To, Is Not Equal To, etc.
Values	The value of the Expression.

Loss Codes Filters
Element	Description
Search ICD Code or Description	Allows you to search for ICD9 codes by entering a full or partial ICD number or name in the field and clicking Search.
Search	Click the Search button to activate your search.
ICD Code Search Results	Any found search results will appear in this window based on the search criteria entered.
Selected ICD Codes	The ICD codes you have designated for your filter.
Sort By Code or Description	Allows you to sort search results by ICD code or description.
Search Source Code or Description	Allows you to search for Source codes by entering a full or partial code number or name in the field and clicking Search.
Search	Click the Search button to activate your search.
Source Code Search Results	Any found search results will appear in this window based on the search criteria entered.
Selected Source Codes	The Source codes you have designated for your filter.
Sort by Code or Description	Allows you to sort search results by Source code or description.
Search Cause Code or Description	Allows you to search for Cause codes by entering a full or partial code number or name in the field and clicking Search.
Search	Click the Search button to activate your search.
Cause Code Search Results	Any found search results will appear in this window based on the search criteria entered.
Selected Cause Codes	The Cause codes you have designated for your filter.
Sort By Code or Description	Allows you to sort search results by Cause code or description.
Search Nature/Result Code or Description	Allows you to search for Nature/Results codes by entering a full or partial code number or name in the field and clicking Search.
Search	Click the Search button to activate your search.
Nature/Result Code Search Results	Any found search results will appear in this window based on the search criteria entered.
Selected Nature/Results Codes	The Nature/Result codes you have designated for your filter.
Sort By Code or Description	Allows you to sort search results by Nature/Results code or description.
Search Part/Target Code or Description	Allows you to search for Part/Target codes by entering a full or partial code number or name in the field and clicking Search.
Search	Click the Search button to activate your search.
Part/Target Code Search Results	Any found search results will appear in this window based on the search criteria entered.
Selected Part/Target Codes	The Part/Target codes you have designated for your filter.
Sort By Code or Description	Allows you to sort search results by Part/Target code or description.
	Allows you to add selected code(s) to the Selected Codes column for your filter.
	Allows you to add all selected codes to the Selected Codes column for your filter.
	Allows you to remove selected code(s) from the Selected Codes column for your filter.
	Allows you to remove all selected code(s) from the Selected Codes column for your filter.

Examiner Info Filters
Element	Description
Available Examiners	Enter the examiner ID in this field to add or remove it from the Selected Examiners option for your filter
Selected Examiners	The examiner ID(s) you have designated for your filter
Available Examiner Offices	A listing of examiner offices
Selected Examiner Offices	A listing of examiner offices selected from available examiner offices listing
Available Processing Offices	A listing of processing offices
Selected Processing Offices	A listing of processing offices selected from available examiner offices listing
Created Date Range	Filters by note creation date
Available Examiner Note Types	A listing of note types
Selected Examiner Note Types	A listing of note types selected from available examiner note types
	Allows you to add selected Examiners, Examiner Offices, or Processing Offices to your filter
	Allows you to add all Examiner Offices or Processing Offices to your filter
	Allows you to remove selected Examiners, Examiner Offices, or Processing Offices to your filter
	Allows you to remove all Examiner Offices or Processing Offices to your filter

Claim Number Filters
Element	Description
Claim Number	Enter a claim number or a client-specific alternate claim number; click Search.
Exact Match	Select to narrow the results to only those that are an exact match to the claim number entered.
Results Pane	Displays the search results: Claim: Claim number Last Name: Claimant's last name First Name: Claimant's first name Loss Date: Date of loss Action: (Select Claim) or (Remove Claim)
Add All in View	Select the claims to include in the filter and Add All in View to include all of the displayed claims in the filter.
Selected Claims	Displays the claims selected from the Results pane.
Include	Select to include Selected Claims in your filter.
Exclude	Select to exclude Selected Claims in your filter.
Remove Selected	Select to remove highlighted claim in Selected Claims.
Remove All	Select to remove all claims in Selected Claims.

Adding Client-Defined Field Filters

Click Add New from the Client Fields Filters section to open the Client Defined Field Search page.
Enter a field ID number or field name and click Search to search for matching client-defined fields; results are displayed in the pane below the search field.
Click the Select icon found in the Select column to display the Expression builder page, which allows you to select an operator (e.g. Is Equal To, Is Not Equal To, etc.) and enter a value to further define your filter selection.
Select an Operator. If you select an option other than Is Null (i.e. blank) or Is not Null, you must enter a value in the text field that displays.
Click Add Value to add your expression to the list.
Add additional expressions, if desired, or click Cancel to exit, Ok to save the entered expressions and values, or Back to return to the Client Defined Field Search page.

Editing Client-Defined Field Filters

Select a Client Field and click the Edit Field icon in the Action column to open the Expression builder page.
Double-click the Expression and select a new value. Click Apply.
To remove the previous Expression, click the Delete Expression icon.