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Can I automatically receive periodic claims reports?

Elisa avatar
Written by Elisa
Updated over a month ago

Yes, Claimable allows you to set up periodic claims exports (for instance, Month-to-date claims) and schedule them to be delivered straight to your inbox daily, weekly or monthly.

To do so, just create a filter with the suitable conditions and once that is done,

click on the export button, choose CSV or XLXS along with the columns you would like to include and click "Schedule".

Set up scheduled export via Claimable claims management software
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