Filters

The Filter feature allows users with the appropriate security access to set criteria limiting claim and financial information. These filters provide quick access to data on previously-defined sets of claims in viaOne Report. Filters are available from the viaOne Report page's Filters tab. You can also search for claims using Filters in viaOne view.

Viewing a List of Your Filters

You can view a list of your existing filters from the Filters tab on the viaOne Report page.

Your Filters Section

The Your Filters section on the Filters tab in viaOne Report displays a list of the filters you have previously created and includes a button for creating new filters. The following features are available on this page:

Note: If you have access to multiple contracts in viaOne, you must first select a specific contract from the contract selector at the top-right of the page before filters are displayed.

Your Filters
Button Description
Create a New Filter Click to create a new filter from the Filter Setup page.
Client Contract name and number associated with the filter.
Name Customized name of the filter.
Created By User ID of the user who created the filter.
Last Updated Date and time of the last saved update to the filter.
Share Select one or more check boxes in the Action column and click the Share button at the top of the column. See more information in the Sharing a Filter section below.
Delete Select one or more check boxes in the Action column and click the Delete button at the top of the column.
Edit Filter Click to modify the filter from the Filter Setup page.
Copy Filter Click to duplicate the filter, modify the selected criteria, and save it with a new name from the Filter Setup page.

Use the paging selector at the bottom of the section to define the maximum number of rows to display in the Your Filters section of the Filters page.

Standard Filters Section

The Standard Filters section provides 12 standard filters that can also be copied and saved as a new filter.

Standard Filters
Button Description
Name Name of the standard filter.
Filter Description Brief description of standard filter.
Created By System displays to indicate that the filters are standard.
Copy Standard Filter Copy Standard Filter Icon Click to create a new custom filter based on a copy of the filter criteria in the standard filter.
View Filter Summary View Filter Summary Icon Click to open a filter summary window that displays the filter criteria.

Use the paging selector at the bottom of the section to define the maximum number of rows to display in the Standard Filters section of the Filters page.

Creating a Filter

  1. From any page in viaOne, click the Report tab from the top menu bar to open the Report page.
  2. Click the Filters tab to open the Filters page.
  3. Click the Create a New Filter button above the Your Filters section to open the Filter Setup page.
  4. Choose a contract or client number if you have access to multiple clients and if you have not already selected a client using the contract selector.
  1. Enter a filter name if desired, and specify any or all of the following attributes: Location, Status/LOB, Date, Lag Time, Policy and Plan, Financial, State, Claim Flags, Client Defined Fields, Loss Codes, Examiner Info, and Claim Number. The left navigation menu includes the available filter attributes with a link to each; click a link to go to the corresponding section of the page. To return to the top of the page, click Back to Top.
  2. When you select a filter attribute, the count in the left navigation menu is incremented; click the filter attribute link to display a read-only view of the selected filter items.
  3. Once you have completed the criteria for your filter, click the Save Filter button at the bottom of the left navigation menu. A confirmation message appears, stating:

“The filter has been saved.”

The filter appears in the Your Filters section of the Filters page.

Note: When updating an existing filter, a Save As New Filter button displays on the left navigation menu. Click Save As New Filter to save a new copy of the filter without overwriting the original.

Sharing a Filter

  1. From the Your Filters section, select one or more filter(s) by clicking the check box(es) in the Action column. Click Action to select or deselect all your filters.
  2. Click Share to open the Share Filter window.
  3. Search for users by entering their last name, first name, or email address (with a sedgwickcms.com domain) in the Find text box.
  4. Click Search. Results appear in the Name Search Results pane. Search results are returned only for users with access to the contract with which the filter is associated.
  5. Select a name from the Name Search Results pane and click the blue right arrow to add the user to the Selected Names pane. Click the blue double right arrow to add all users to the Selected Names pane.
  6. Click Send Filter. A confirmation message appears.

Pending Filter Section

When a viaOne user shares a filter with you, a Pending Shared Filters section appears.

Pending Shared Filters Features
Field/Element Description
Client Client name and contract number associated with the filter.
Name Name of the filter.
Shared By ID of the user who shared the filter.
Received Date and time the filter was received.
Action
  • Delete: Deletes the selected filter(s) and removes it from the Pending Shared Filters section.
  • Accept: Accepts the selected filter(s). Accepted filters appear in the Your Filters section.
  • Filter Summary: Displays a read-only view of the filter’s criteria.
  • Check box: Click to select one or more filter(s).

To Accept or Delete a Shared Filter

An email is automatically sent to the recipient of each shared filter, containing a link to viaOne. To accept or delete a pending shared filter:

  1. From the Pending Shared Filters section, select the filter(s) you wish to accept or delete by clicking the check box(es) in the Action column.
  2. Click Accept or Delete. A confirmation message appears.
  3. Click Ok.

When you accept a shared filter, it appears in the Your Filters section. The Created By column in this section displays the ID of the user who shared the filter, and the Last Updated column displays the date and time the shared filter was accepted.

Saving Standard Filters

You can copy a standard filter and create a new custom filter based on the filter criteria in the standard filter. To create a new filter based on a standard filter:

  1. Click Copy Standard Filter icon Copy Standard Filter Icon.
  2. Enter a Contract / Client Number. Click Ok.
  3. Create new Filter Name, make changes to filter criteria, and click Save Filter in the left navigation menu.

The new filter appears in the Your Filters section.

Validations

  • You can only accept shared filters that are associated with the contract numbers to which you have access.
  • You can only share multiple filters if they are associated with the same client. If more than one contract number is associated with the selected filters, the following message appears:
    “Only filters from a single contract may be shared at the same time.”
    Click OK to return to the Your Filters section to modify your selections.
  • Shared filters that are identical to an existing filter in Your Filters are automatically discarded.
  • Accepted shared filters with the same name as an existing filter in Your Filters are renamed with a number at the end.