Search from the home page

All pages allow for searching based on criteria entered in the designated search fields.

Tip

Before entering a new practitioner, group, contract, facility or entity, always perform a thorough search.

To search from the Home page, complete the following steps.

  1. On the Navigation bar, click home.
  2. On the Home page, in the Search section, utilize one or more criteria to reduce the number of results in your search.
    1. In the Provider menu, select the focus of your search (practitioners, groups, contracts, facilities or entities).
    2. Optional. In the Name field, enter the last name of your provider, followed by a comma and first name or initial, if known.
    3. Optional. In the Type field, enter the provider type, such as, "Dietician."
    4. Optional. In the NPI field, enter the provider's National Provider Identifier (NPI) number.
    5. Optional. In the Tax ID field, enter the Tax ID of the provider.
  3. 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."
  4. Click Search. You will immediately arrive at the page selected in the Provider criteria as your focus for the 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.

  5. 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.