User can perform a search through Claim.Submission (duplicates and resubmissions) or Remittance.Advice.
Step 1. Click the menu button in the sidebar at the left.
Step 2. Click Smart Search.
Smart Search page loads with the following view.
Step 3. Set search criteria (Claim ID or Payment Reference) and type the related number in the text field.
Alternative flow: create and upload excel file with the list of payment references (see the template).
Step 4. Click Search.
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.
Step 5. In the search results page, click "File Name" to download the transaction file.
Step 6. 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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