Telus TPM Documentation
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Claim Search
To search for Claims, click on Claims and select Search.
Enter search criteria and select Search or click the Enter key on the keyboard. Refer to the Search Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches.
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 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.
Search Criteria Options:
Invoice: Invoice ID, Invoice Number, Amount Requested, Company Name, Company Number, Creator First Name, Creator Last Name, Creator Email
Claim: Claim ID, Claim State, Total Requested, Total Allowed, Contract Version ID, Contract ID, Contract Name, Contractee Name, Contractee Number, Deduction Number, Transaction Number (Check Number).
Transaction: Claim Transaction Type, Payment Transaction Type, Payment Transaction State, Transaction Number, Payee Name, Payee Address 1&2, Payee City, Payee Region, Payee Postal Code, Payee Country
Product/LumpSum: Product Name, Product Number, GTIN Number, UPC Number, Claim Product Name, Claim Product Number, LumpSum Description, LumpSum CD, Contract LumpSum Description
Client Defined Fields: This section searches on the values of the Client Defined Field (only if there are Claim Client Defined Fields set up for the manufacturer within GoSimple). If there is a checkbox, enter true/false for checked/unchecked. It also searches number values, date values and list values.
To do a quick search for Claims in a specific status, just select a status from the Claim menu. All claims in that status will be returned in the grid.
NOTE: The Claim Search will return a limit of 1000 records.
