Exchange History

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

Where can I see Exchange History?

Level 1 Exchange History

  • The Exchange History tab on each individual Level 1 Entity (also termed as “Case”, “Claim” or “Referral”) shows the history of when that Claim was exchanged.

L1 Exchange History.PNG

Level 2 Exchange History

  • The Exchange History tab on each individual Tracking Activity(also termed as “Services” or “Assessments”) is used to track Assessments conducted pursuant to Insurance claims. The details of a particular exchange of Assessment data between an Insurer and an Independent Medical Examiner are easily accessible through this Exchange History page.

L2 Exchange History.PNG


Exchange History Page

Exchange History Page.PNG