Tour: the Insurance claims dashboard

Every insurance claim your clinic raises lives in one place in Pabau. This walkthrough tours the Insurance claims dashboard.

Where to find the Insurance claims dashboard, under Money.
What each of the six status tiles means — Pending, Submitted, Processing, Paid and Needs action — and which ones need your attention.
How to filter the list by status, and by individual insurer.
Where the period picker, the search box and Configure live.

Who it is for: billing staff, practice managers and reception.