1 The Transaction Filter function provides payee information and the ability to view and filter on specific transaction types and claimants associated with a claim. Note: Transaction Filter data updates nightly. Click on a claim in the Claim Search grid. Double click on NEW-Transaction Filter. The Claim Payment Filter window will open. You can view summary information on the claim by clicking on the choices in the menu bar. Clearview® Transaction Filter Getting Started

2 You can view all transactions or just certain ones by clicking on items in the various columns and then clicking on the View button. A Claim Payment Browser window will open. You can print the transactions by clicking on File in the menu bar, then Print Claims Listing. You can also use the items in the menu bar to change the sort order, search for specific items, group the transactions, add or remove columns, view summary information on the claim and view benefit totals. Clearview® Transaction Filter Getting Started

3 To view Payee information on a specific transaction, click on the transaction line and then click on the Payee button. A Claim Payment Payee Information window will open. The Sort dropdown enables different display views of the Payee data. Click on Exit to close the window. Clearview® Transaction Filter Getting Started

4 To view benefit totals, click on Totals in the menu bar, then Benefit Amounts. A Benefit Totals window will open. Click on Exit to close the windows. Questions? Please feel free to contact or us at Clearview® Transaction Filter Getting Started