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claim_search

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claim_search [2024/08/08 16:16] – tina.roblesclaim_search [2024/08/13 18:05] (current) – tina.robles
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 The claim search is a "Full Text" search.  Example: If "Evaluate" is entered in the Claim Search Criteria field, then all claims with a status of "Evaluation" will be returned. The claim search is a "Full Text" search.  Example: If "Evaluate" is entered in the Claim Search Criteria field, then all claims with a status of "Evaluation" will be returned.
  
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 The search results can also be filtered by entering text in the box at the top of each column and clicking Enter on the keyboard.  To clear a filter, delete the text in the column search and click Enter. The search results can also be filtered by entering text in the box at the top of each column and clicking Enter on the keyboard.  To clear a filter, delete the text in the column search and click Enter.
  
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 On the Search on the right, there are several date options to search by as well as Invoice Number.   On the Search on the right, there are several date options to search by as well as Invoice Number.  
  
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 Select a Criteria Type from the first drop down. Select a Criteria Type from the first drop down.
  
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-Then select a Criteria Operator.+Then select a Criteria Operator.  NOTE:  What you see if this pull down will vary based off what you chose in the Criteria Type.  
  
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-Enter in a Date or use the calendar to select a date.  If searching by Invoice Number, this field will be a textbox.+If you chose a date type field in Criteria Type enter in a Date or use the calendar to select a date.  If searching by Invoice Number, this field will be a textbox.
  
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 Additional criteria can be entered in this section by clicking the Add Field Criteria button.  To remove a section, click the Remove Last Criteria section. Additional criteria can be entered in this section by clicking the Add Field Criteria button.  To remove a section, click the Remove Last Criteria section.
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-NOTE: The Claim Search will return a maximum of 1000 records. 
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-NOTE: For brand new claims that have just been entered, a wait of 2 hours maybe needed to return claims.  This is necessary to improve performance on the search screens.  After the data refresh, all fields noted on the search criteria options list will become searchable for the new claims.+**Invoice Search Results Grid**
  
 +The results grid is limited to 1000 records.  Add additional search criteria, if needed, to find a specific invoice.
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 The following are lists of fields that can be searched on immediately without needing a complete data refresh: The following are lists of fields that can be searched on immediately without needing a complete data refresh:
  
claim_search.1723133793.txt.gz · Last modified: 2024/08/08 16:16 by tina.robles

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