Create a Custom Report Template in Clean Claims

Create a Custom Report Template in Clean Claims

2. Click Admin


3. Click Project Configuration


4. Click Report Template


Tip! You can modify existing templates or create new templates from this screen

5. Click Create Template


6. Select which field you want in your report


7. Click the Section to expand the option


8. Once selected the checked items will be blue and will be included on the report


9. You can expand each section to choose what you want included in the report


10. Click the top bar to name the template


11. Name your template; this name will be displayed on the template list


12. Click "save"


13. To use the template, click Generate a report


14. Click the template icon in the top ribbon


15. Click the report template you want to run


16. Select the image quality and run the report


Alert: Alert! If you have any issues, please reach out to support@cleanclaims.com for assistance.