Set up archived record search options

To include archived records in your search from the Home page, complete the following steps.

1. Go to Search section of the Home page.
2. Enter any applicable search criteria, then in the Archived menu, choose one of the following options:
   • To include both active and archived records in your search, in the Archived drop-down list, select "All."
   • To display only archived records in your search results, in the Archived drop-down list, select "Archived."
3. Click Search. If there are any archived records that meet your search criteria, they should appear in the search results.
   Note

   This applies to the overall record status - top level archived for each provider type (practitioners, groups, plans, contracts, and facilities).

To include archived records in your search from pages (excluding the Home page), complete the following steps.

1. Go to the Search area of any page (excluding the Home page).
2. Enter any applicable search criteria, then click the Advanced Search icon .
3. In the Advanced Search dialog box, in the Demographics section, scroll down to locate the Archived menu.
   • To include both active and archived records in your search, in the Archived drop-down list, select "All."
   • To display only archived records in your search results, in the Archived drop-down list, select "Archived."
4. Click Search. If there are any archived records that meet your search criteria, they should appear in the search results.
   Note

   This applies to the overall record status - top level archived for each provider type (practitioners, groups, plans, contracts, and facilities).

To include archived records in your search via user settings, complete the following steps.

1. On the Navigation bar, click the down arrow to the right of your name to open the User Settings dialog box.

Four filters can be adjusted and they are as follows:

• Overall: This filter refers to the top-level of archiving, which applies to just practitioners, groups, plans, contracts, and facilities.
• Gridline: This filter refers to data grid lines found in record panels.
• Reference: This filter refers to reference types.
• Image: This filter refers to any image attached to a record.
2. In the User Settings dialog box, in the Active Filters section, select the desired option for each filter, then click OK.

Definitions for each option are as follows:  

• All: This option will display both Archived and Active records.
• Active: This option will display only Active records.
• Archived: This option will display only Archived records.
3. Optional. To reset the active filters to their default settings, click the Reset link.