3

Query Overpayment Search

3.1

Click the Overpayment tab.

3.2

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. Click a criteria to define and add it to the query.

C

Your query displays here as you build it.

3.3

Build your query by selecting and defining the desired criteria as described below.

Policy Criteria

Administrator
Multi-select Text parameter that lets you restrict your search result to overpayments with the specified policy administrators.
Effective Date
Date Range parameter that lets you search for overpayments where policy effective date is within a specified date range.
Office
Multi-select Text parameter that lets you restrict your search result to overpayments with the specified offices.
Policy
Multi-select Text parameter that lets you restrict your search result to overpayments 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.
Tags
Pick List parameter that returns overpayments containing the selected tags.
Underwriter
Pick List parameter that returns overpayments with the selected underwriters.

Overpayment Criteria

Created By
Pick List parameter that returns overpayments created by the selected individuals.
Created Date
Date Range parameter that lets you search for overpayments created within a specified date range.
Fee / Write-off Amount
Value Range parameter that lets you search for overpayments where fee or write-off amount is within a specific range.
Original Overpayment Amount
Value Range parameter that lets you search for overpayments where original amount is within a specified range.
Outstanding Amount
Value Range parameter that lets you search for overpayments where outstanding amount is within a specified range.
Recovered Amount
Value Range parameter that lets you search for overpayments where recovered amount is within a specified range.
3.4

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.

3.5

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.

3.6

Click Execute to run the query.

3.7

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