How to filter by multiple participants

Where you’ll see this filter

The Multi-Participant Filter is available on Claim Management(ready to claim and recovery page), Invoice Management(Ready to invoice page).

How to filter by multiple participants

Step 1: Open the participant dropdown

Locate the Participant filter at the top of the page.
Click the dropdown to view the full list of available participants.

Step 2: Select multiple participants

You can choose participants in two ways:

Option A: Select from the full list

Scroll through the dropdown list.
Click to select one or more participants.
Each selected participant will be added to the filter.

Option B: Search by participant name

Start typing a participant’s name in the dropdown search field.
The list will automatically narrow down to matching names.
Select one or more participants from the filtered results.

You can continue searching and selecting until all required participants are added.

Step 3: Apply the filter

Once participants are selected, apply the filter by clicking on the Filter Button.
The list will refresh to show only items related to the selected participants.

After applying the Multi-Participant Filter, you can perform actions on all items in the filtered results at once or on selected items.

Available bulk actions include:

Export All – Export all filtered records
Invoice All – Create invoices for all filtered items
Claim All – Submit claims for all filtered items
Reject All – Reject all filtered items

⚠️ Note: Bulk actions apply only to the currently filtered results. Always review your selected participants before proceeding.