Workflow Automation

Go to Workflow Automation. The switch at the top says whether rules are running or paused for your shop. Below it are the My Rules tab, with your rule counts, and the Rule Templates tab.

Choose Create Rule, name the rule, then pick what it waits for: Claim status changes, New claim is created, Supplement status changes, or Supplement waits past an aging threshold. A status trigger asks which status, and the aging trigger asks for Warning, Critical or Escalated.

Pick one action: Create a task with a title, priority, due date and assignee, Add a note, Add a flag, or Alert the team in the bell. Type fill-ins such as {{claim_number}} or {{carrier}} into the text and Claimory replaces them with that claim's details.

Six templates cover common cases: Follow up with the carrier, Track a submitted supplement, Alert leads on a critical supplement, Review a denied supplement, Final quality check, and Confirm drop-off on a new claim. Use This Rule opens one in the rule builder, so you can change anything before you save.

Each rule shows how many times it ran and when it last ran. Logs lists its runs from the last 30 days, marked Done, Failed or Skipped, with the reason. Turn one rule off with its own switch, or pause every rule with the switch at the top of the screen.