---
title: "Claim Filtering"
slug: "claim-grouping"
tags: ["And", "UNPAID ERA Groups", "Or ", "Matching", "Groups", "Values", "Group Name", "Settings and Users"]
updated: 2026-04-02T23:00:10Z
published: 2026-04-02T23:00:10Z
canonical: "docs.claim.md/claim-grouping"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.claim.md/llms.txt
> Use this file to discover all available pages before exploring further.

# Claim Filtering

## **Claim Filters**

The **Claim Filters** feature allows you to create customized views of your claims based on specific criteria. This functionality replaces the previous **Claim Grouping** feature and provides a more flexible and visual way to filter and organize claim data.

Claim Filters are commonly used for reporting, tracking claim status, identifying issues, and managing workflows such as paid vs. unpaid ERAs or claim errors.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774550545766.png)

### **Filter Types: Personal vs Account**

Claim Filters can be created as either **Personal** or **Account** filters.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774550564122.png)

**Personal Filters:** Visible only to the user who created them. **Account Filters:** Shared across all users in the account and used for team-wide workflows.

Any user can create filters. Account-level filters are intended for shared use across your organization. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774551826451.png)

ACCOUNT FILTERSOnly administrators can use the Account Filters option. This option will not be displayed for other users.

### **Creating a New Filter**

To create a new filter, click **Add New Filter**, then enter a name that clearly identifies the purpose of the filter (for example, “Rejected Claims” or “Paid ERA”).

Once created, you can begin adding conditions to define which claims are included.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774550579518.png)![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774550592319.png)

### Filter by and Value

To build your filter, **select** a field from the dropdown menu and **enter** a value. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774551442298.png)

You can add multiple values within the same condition (OR logic) or create additional filter blocks (AND logic) to refine your results.

Use **New Filter Block** to continue building more complex filtering logic. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774551459077.png)

### **Building Filter Logic**

Claim Filters use a flexible logic system that allows you to combine multiple conditions using **OR** and **AND** rules.

#### **Same Field = OR Logic**

When you use the same field with multiple values, the system applies **OR** logic. This means any of the values can match.

**Example:**

Payer Name = Aetna Payer Name = Blue Cross

This returns claims where the payer is **Aetna OR Blue Cross**. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774550955965.png)

#### **Different Fields = AND Logic**

When you combine different fields, the system applies **AND** logic. This means all conditions must be met.

**Example:**

Payer Name = Aetna Claim Status = Rejected

This returns only claims that match **both** conditions. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774551006713.png)

#### **Combining AND + OR**

You can combine both types of logic to create more advanced filters.

For example:

(Payer Name = Aetna OR Blue Cross) AND Claim Status = Rejected

This allows you to narrow down results while still including multiple possible values. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774551037256.png)

### **Managing Filters**

All filters are displayed in the left panel, where you can search, select, edit, or delete them. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774552017230.png) Once a filter is selected, you can update its conditions and click **Update Filter** to save changes. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774552036207.png)

**Note:** After saving or updating a filter, the system will display a confirmation message indicating the changes were successful.

### **Using Filters for Reporting**

Claim Filters can be used to quickly generate reports based on specific criteria. Once your filter is created, you can apply it within the reporting tools to analyze claim data more efficiently.

Common use cases include:

- Tracking paid vs. unpaid ERAs
- Identifying rejected claims
- Monitoring claims by payer or provider
- Reviewing claim errors and messages

### **Important Notes**

- The Claim Filters interface has been redesigned to improve usability and clearly show how conditions are structured using AND/OR logic.
- The layout is responsive and may adjust depending on screen size. In smaller windows, elements may stack vertically instead of displaying side-by-side.