3

Query Claim Reimbursement Search

3.1

Click the Check Register tab.

3.2

Select the Claims sub tab

3.3

Click the Query button to display the Query window.

A

Criteria category. Click a category to display its criteria.

B

Criteria for the selected category.

C

Your query displays here as you build it.

3.4

Build your query by selecting and defining the desired criteria as described below. Click a criteria category to see its corresponding criteria.

Check Criteria

Amount
Value Range parameter that lets you search for reimbursement amounts within a specified range.
Check Date
Date Range parameter that lets you search for checks issued within a specified date range.
Coverage Type
Pick List parameter that lets you search by type of policy coverage.
Hold
Pick List parameter that returns reimbursements having the selected hold type.
Is ACH
Boolean parameter that lets you limit searches to payments that are or are not processed through an automated clearing house.
Payment Status
Pick List parameter that lets you search reimbursements having the selected payment status.
Requested By
Pick List parameter that lets you returns reimbursements requested by the selected individuals.
Requested Date
Date Range parameter that lets you search for reimbursements requested within a specified date range.

Policy Criteria

Administrator
Multi-select Text parameter that lets you restrict your search result to reimbursements with the specified policy administrators.
Carrier
Multi-select Text parameter that lets you restrict your search results to reimbursements with the specified carriers.
Effective Date
Date Range parameter that lets you restrict search results to reimbursements having policies whose effective date is within the specified range.
Office
Multi-select Text parameter that lets you restrict your search result to reimbursements with the specified offices.
Policy
Multi-select Text parameter that lets you restrict your search result to reimbursements with the specified policy or policies.
Producer
Multi-select Text parameter that lets you restrict your search results to reimbursements having the specific producer or producers.
Producer Tier
Pick List parameter that returns reimbursements having the selected producer tiers.
State
Pick List parameter that returns reimbursements containing the selected states.
Tags
Pick List parameter that returns reimbursements containing the selected tags.
Treaty
Pick List parameter that returns reimbursements containing the selected treaties.
3.5

Make any changes to the query as needed by clicking the criteria's Edit button in the Criteria pane.

A

Expands all query criteria items.

B

Collapses all query criteria items.

C

Removes all criteria from the query.

D

Lets you edit the currently select criteria.

E

Deletes the currently selected criteria.

3.6

If you want to keep the query to use again, click Save to Favorites to display the Save to Favorites window. Give the query a name in the Name field and click Save.

3.7

Click Execute to run the query.

3.8

If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.