This instructor-led session covers ClearSight’s standard and adhoc reporting capability, how to work with Tasks and Notes on entity records, and how to create task templates and note templates in ClearSight Admin. 

• ClearSight Reporting Basics
  • Reports Overview
  • Standard and Adhoc Reports
  • Distributing Reports
  • Distribution Alerts and Detail Level Alerts
  • Dashboards “My Reports” Widget
• Tasks and Task Templates
  • My Task Page in Claims Admin
  • Create Tasks
  • Reassign Tasks
  • Print Tasks
  • Create Task Templates
• Notes and Note Templates
  • Create Notes
  • Story view vs Table view
  • Add comments
  • Email Notes
  • Print Notes
  • Create Note Templates

Cost: $350.00