Data Entry Compact and Condensed Views

Claim Maker 3.0 introduces a consolidated and condensed layout for the Data Entry fields, called the Compact View. The Compact View reduces the number of clicks that you need to reach data entry information.

When the Compact View is active, all the data is on one scrollable screen. You enter patient, insurance, and other case information from a single layout, and you do not switch between the Patient, Insurance, and Other tabs. The tabs across the top become anchors that move you to each section of the screen.

The Compact View also offers a toggle that shows only the required fields. The filter for empty required fields is available only in the Compact View. This is useful when you resolve a Data Entry Human Review Element for missing required fields.

To activate the Compact View…

1. Go to the Data Entry view.
2. Find the 'Compact View' toggle and turn it on.
3. If necessary, turn on the 'Required Only' toggle to show only the required fields.
4. Click a tab to move to that section of the screen.