Create a Custom Report Template in Clean Claims


3. Click Project Configuration


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


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

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