Search from the other pages

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

To search from any page, excluding the Search from the home page, 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, in the fields provided, enter or select any criteria necessary for the search.
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 (the search criteria menu next to the Search button), 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. Optional. To conduct a more detailed search of the symplr Payer application, click Advanced Search and refer to the Advanced searching topic. To clear your search criteria when searching from the providers pages, click Clear Search.
   Note

   The advanced searching and clear search options are accessible from the practitioners, groups, plans, contracts, facilities and some administration pages only.

5. 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.

6. 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.