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Claim Review Process

2/4/2022 Announcement:

Through our review of FileTrac's Claim Review Process, we identified areas of improvement and added a new feature that allows the automatic update of the claim status.  This feature can be enabled and modified in your FileTrac account Settings.  Please see the screenshots below regarding this new feature.  

For the complete instructions on the Claim Review Process (which now include this additional information) please visit the following link:

Claim Review Process : FileTrac Support (freshdesk.com)

Claim Status Settings for Review Process (Admin User Only):

To enable the 'Review Settings':

1. Click on the 'Settings' tab.

2. Click 'Review Settings'

3. Select the 'Claim Status' Type from the drop-down menu for the corresponding stage of Review.

If a Claim Status Type that you wish to use does not appear in the drop-down menu list, it will need to be added by following the directions in the below link:

Status Types in Settings & Companies : FileTrac Support (freshdesk.com)  


4. Click 'Save Changes'

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