Query Search

3.1

Click the Specific tab.

3.2

Click the Query button to display the Query window.

Criteria category. Click a category to display its criteria.

Criteria for the selected category.

Your query displays here as you build it.

3.3

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

Policy Criteria

Administrator

MultiSelect Text parameter that lets you specify one or more administrators to search.

Available Split Funding

Value Range parameter that returns records where available split funding is within the specified range.

Carrier

MultiSelect Text parameter that lets you specify one or more carriers to search.

Contract Type

Pick List parameter that returns records with the specified contract bases.

Effective Date

Date Range parameter that returns records with effective dates falling within the specified date range.

Incurred From

Date Range parameter that returns records with an initial incur date falling within the specified date range.

Incurred To

Date Range parameter that returns records with an ending incur date falling within the specified date range.

Named Additional Liability

Boolean parameter that lets you specify whether to only return records with or without a named additional named liability.

Named Additional Liability Satisfied

Boolean parameter that lets you specify whether to only return records where the named additional liability has or has not been satisfied.

Nurse Assignment

Pick List parameter that returns records with the specified assigned nurses.

Office

MultiSelect Text parameter that lets you specify one or more offices to search.

Paid From

Date Range parameter that returns records with paid from dates falling within the specified date range.

Paid To

Date Range parameter that returns records with paid to dates falling within the specified date range.

Policy

MultiSelect Text parameter that lets you specify one or more policies to search.

PPO Network

Pick List parameter that lets returns records with the specified PPO networks.

Producer

MultiSelect Text parameter that lets you specify on or more producers to search.

Producer Tier

Pick List parameter that returns records with the specified producer tier values.

Producer Type

Pick List parameter that returns records with the specified producer types.

Renewal

Boolean parameter that lets you specify whether to only return records that are or are not renewals.

SIC Code

Pick List parameter that returns records with the specified SIC Codes.

Split Funding Deductible Satisfied

Boolean parameter that lets you specify whether to only return records where the split funding deductible has or has not been satisfied.

Split Funding Option

Boolean parameter that lets you specify whether to only return records that do or do not have a split funding option.

State

Pick List parameter that returns records containing the specified states.

Status

Pick List parameter that returns records with the specified statuses.

Tags

Pick List parameter that returns records with the specified tags.

Tiered Split Funding

Boolean parameter that lets you specify whether to only return records that do or do not have tiered split funding.

Tiered Split Funding Satisfied

Boolean parameter that lets you specify whether to only return records that have or have not satisfied tiered split funding.

Treaty

Pick List parameter that returns records with the specified treaties.

Underwriter

Pick List parameter that returns records with the specified underwriters.

UR Vendor

Pick List parameter that returns records with the specified UR vendors.

Claims Criteria

Claim/Reserve Total

Value Range parameter that returns records with claim reserve totals in the specified range.

CPT Code

MultiSelect Text parameter that lets you search records with the specified CPT code(s).

Denied

Value Range parameter that returns records with denied amounts in the specified range.

Diagnosis Date

Date Range parameter that returns records where the diagnosis date is within the specified date range.

Excess Claim

Value Range parameter that returns records where excess claim amounts are within the specified range.

Excess Corridor

Value Range parameter that returns records where excess corridors amounts are within the specified range.

Excess Reimb Limit

Value Range parameter that returns records where the excess reimbursement limit is within the specified range.

First Claim Submission Date

Date Range parameter that returns records where the first claim submission date is within the specified range.

ICD-10 Diagnosis

MultiSelect Text parameter that lets you search records with the specified IDC-10 diagnoses.

ICD-9 Diagnosis

MultiSelect Text parameter that lets you search records with the specified IDC-9 diagnoses.

In-House Attorney

Boolean parameter that lets you specify whether to only return records that do or do not have an in-house attorney.

Lasered

Boolean parameter that lets you specify whether to only return records that are or are not lasered.

Notice Only

Boolean parameter that lets you specify whether to only return records that are or are not notices only.

Outstanding

Value Range parameter that returns records where the outstanding amount is within the specified range.

Overpayments Applied

Value Range parameter that returns records with applied overpayments within the specified amount.

Pending

Value Range parameter that returns records with pending amounts within the specified range.

Primary ICD-10 Diagnosis

MultiSelect Text parameter that lets you search records with the specified primary IDC-10 diagnoses.

Primary ICD-9 Diagnosis

MultiSelect Text parameter that lets you search records with the specified primary IDC-9 diagnoses.

Provider

MultiSelect Text parameter that lets you search records with the specified providers.

Reimbursement - Incurred

Value Range parameter that returns records with incurred reimbursement amounts in the specified range.

Reimbursement - Paid

Value Range parameter that returns records with paid reimbursement amounts in the specified range.

Reimbursement - Pending

Value Range parameter that returns records with pending reimbursement amounts in the specified range.

Reserve

Value Range parameter that returns records with reserve amounts in the specified range.

Reserve Adjusted By

Pick List parameter that returns records where who made a reserve adjustment matches your selections.

Reserve Reason

Pick List parameter that returns records with the selected reserve reasons.

Secondary ICD-10 Diagnosis

MultiSelect Text parameter that lets you search records with the specified secondary ICD-10 diagnoses.

Secondary ICD-9 Diagnosis

MultiSelect Text parameter that lets you search records with the specified secondary ICD-9 diagnoses.

Severity

Pick List parameter that returns records with the selected severity.

Simultaneous Funding

Boolean parameter that lets you specify whether to only return records that do or do not have simultaneous funding.

Submission Administrator

MultiSelect Text parameter that lets you search records for records containing the specified submission administrators.

Subrogation

Boolean parameter that lets you specify whether to only return records that do or do not have subrogation.

Subrogation Status

Pick List parameter that returns records with the specified subrogation statuses.

Total Incurred Claims

Value Range parameter that returns records where total incurred claim amounts are within the specified range.

TPA Paid Amount

Value Range parameter that returns records where the amount paid to third-party administrators is within the specified range.

Trigger ICD-10 Diagnosis

Boolean parameter that lets you specify whether to only include records where the ICD-10 diagnosis is or is not a trigger diagnosis.

Trigger ICD-9 Diagnosis

Boolean parameter that lets you specify whether to only include records where the ICD-10 diagnosis is or is not a trigger diagnosis.

3.4

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

Expands all query criteria items.

Collapses all query criteria items.

Removes all criteria from the query.

Lets you edit the currently select criteria.

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.