User can perform search through Claim.Submission (duplacates and resubmissions) or Remittance.Advice.

Smart Search Usage

Step 1. Go to Main page and select "Smart Search" in the sidebar (static collapsible sidebar menu).

Figure 1. Sidebar

Step 2. Set search criteria.

1.) type the claim id;

2.) type the payment reference;

Alternative flow: create and upload excel file with the list of payment references (see the template).

Step 3. Enter the search keyword you want to find and press Search button. The list of the transactions will appear. If multiple records are found, you can scroll down and browse the next pages. The number of items per page can be selected by the user. In search results page, click "File Name" to download the transaction file.

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Figure 3. Search by payment reference

Step 4. Save the search result.

1.) Click "Export current page to Excel" link

The Save As dialog box appears, in which you can name (or rename) the file. The file's name is pre-filled with the following template: Claim/Payment reference (<claim id>/<payment reference>) history from page N (size M items), where N - the page number, M - items per page. 

2.) Click "Save all" link

• "Preparing report..." form appears.

Figure 4. "Preparing report..." form

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