How to Search for a Saved Claim Template

After creating a claim template, you can search for a template to view, edit, or delete it.

Optionally, you can:

• Reset your entries. To display the information on the page or panel as it appeared when you last clicked Save, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To view, edit, or delete a template

1. On the Claims menu, point to Manage Templates, and click View/Edit/Delete Template.

2. On the View/Edit/Delete Template - Search page, enter a Template Name or Template Type or both.
   

   Tip: Leaving the Template Name and Template Type fields blank will return a list of all saved templates.

3. Click Search.

   If more than one match is found, a table with matches is displayed. Click the up or down arrow next to a column heading to sort the table in ascending or descending sequence according to that column. Click a row to display that match.

   If one match is found, it is displayed instead of the table.

   If no matches are found, a message is displayed with the option to click Reset to clear all fields and enter new search information. If too many matches are found, click Reset and search using additional options.

4. To view, edit or delete the saved template, see How to View, Edit or Delete a Saved Template

See Also