Smart Search
- vickyp
- Katerina
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 grid, click any link in column File Name to start downloading the respective 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 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.
- "Report is available..." form appears after report generating.
Step 7. Click the report link.
The report starts downloading.