How to Open an Alert

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How to Open an Alert

You can sort and open alerts on the Alerts tab of your My Tasks panel on your Home page. An alert can be informational, require action, or serve as a reminder about a correspondence record (CR), case, third-party liability (TPL), medical service questionnaire (MSQ), service authorization, or letter generation request.

By sorting the alerts in due date order you can get all alerts due today to the top of the list. Then you are able to open and resolve them.

Optionally, you can open the record associated with the alert, including its associated letter request, if available.

To sort alerts by date

To sort the Due Date column and its related data, in the Alerts tab of My Tasks, click the up or down arrow. See image

Note: The up arrow sorts in ascending order. The down arrow sorts in descending order.

To open and view an alert

On My Tasks, click the Alerts tab.
To open the Alert Details panel, in the Alerts table, click the appropriate row.
Review the information.
Optionally, to open a record associated with the alert, in the Alert Details panel, do one of the following based on the type of record.
- To open a CR, on the Alert Details action bar, click Open CR.
- To open a case, on the Alert Details action bar, click Open Case Record.
- To open a TPL recovery case, on the Alert Details action bar, click Open TPL Recovery Case Record.
- To open an MSQ, on the Alert Details action bar, click Open MSQ Record.
- To open a service authorization, on the Alert Details action bar, click Open Service Auth Record.
- To open a letter request, on the Alert Details action bar, click Open Letter Request.
To go back to My Tasks, on the main menu, click Home.

How to Open an Alert

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