Advanced searching

Advanced searching is available on the practitioners, groups, plans, contracts and facilities pages and provides you with the ability to conduct a more detailed search of the symplr Payer application.

To use the advanced search feature, complete the following steps.

1. On the Navigation bar, click the page containing the provider or record that will be the focus of your search.
2. In the Search area, click Advanced Search. In the advanced search panel, there are many sections containing additional search criteria fields.
   Note

   The application will default to the Search Type of "Contains" and an Archived status of "Active."

3. To collapse all search criteria sections, in the Options section, click Collapse All . To expand all search criteria sections, in the Options section, click Expand All .
4. In the fields provided, enter or select any criteria necessary for the search.
5. The symplr Payer application displays active records in your search results by default, and does not include archived records. To include archived records in your search, in the Archived menu, choose from 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."
6. Click Search. Records that meet the search criteria entered will appear in the search results, and the number of results returned in your search is displayed in the Status area of the Action/Status bar.
   Note

   If archived records were included in your search, they will appear as yellow highlighted grid lines within the search results grid.

7. Use the scroll bar or page navigation arrows to go through the list of results, then click the grid line of the desired record to open it.