Why do I see old claims on my Claims List? (Claims Estimate)

Modified on Fri, Oct 31 at 11:31 AM

Claims will stay on the Claims List in Claims Estimate if they are still active - the assignment or claim is not finished. To remove them from the claims list you may:

  • Complete the Assignment: open the claim and click the assignment that belongs to your company.  In the pop-up Assignment window, click Assignment Completed.

 

















  • Close the claim: if this claim is completed, from the Claim Status, select Claim Closed.


Once your claim is closed make sure the checkbox "View this closed claim / completed assignment in Cotality Claims Estimate" is unchecked.  It will then no longer appear on your Claims List.


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