Search Filters
The Search Filters at the top of the screen allow users to narrow the Results List to meet specific criteria. It is possible to use a particular field as well as a combination of fields.
Field | Description |
|---|---|
Admission | Use this field to filter clients by name. |
Company | Use this field to filter visits for the associated company. |
Location | Use this field to filter visits for the associated location. |
Admit Type | Use this field to filter visits by the admission type. |
Team | Use this field to find visits by the associated team. |
Payor | Use this field to filter for visits by the associated Payor. |
Billing Frequency | Use this field to filter visits by their billing frequency. |
Rate Plan | Use this field to filter visits by available rate plans. |
Service | Use this field to filter visits by the associated service. |
Type | Use this field to filter visits by their billing type. |
Event | Use this field to find visits by the associated event code. |
Status | Use this field to filter visits by the selected status. |
Not OK To Bill Reason | Use this field to filter visits by their exception reason. |
Date From | Use the selected to and from date to filter results by visits that occurred within the selected date range. |
Date To | |
Time Range | Use the selected time range to filter results by all visits that occurred within the selected time frame. |
Weekday | Select these check boxes to filter visits by a specific day of the week. |
Show Only Items OK to Bill | Select this check box to filter for visits marked OK To Bill. |
Show Only Items NOT OK to Bill | Select this check box to filter for visits marked NOT OK to Bill. |
Show as Summary | Select this check box to view all results in the summarized format.
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