Exchange History

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Exchange History page tracks all incoming and outgoing exchanges including the exchange status of a Claim (Level 1 Entity) and/or Assessment(Level 2 Entity).

Exchange History tab location

Exchange History is available on:

  • Level 1 Entity (also termed as “Case”, “Claim” or “Referral”).

The Exchange History tab on each individual Level 1 Entity shows the entire history of when that Claim including Assessments(if any) was exchanged. L1 Exchange History.PNG

The Exchange History tab on each individual Level 2 Entity shows the entire history of when that specific Level 2 Entity was exchanged. L2 Exchange History.PNG

Exchange History Page

Exchange History Page.PNG