3
Query Case Search
3.1
Make sure the Case Review tab is selected.
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.
C
Your query displays here as you build it.
3.3
Select and define the desired query criteria as defined below. Click a criteria category to see its corresponding criteria.
Risk Case Criteria
Case Review Status
Pick List parameter that lets you specify one or more case review statuses to search.
Number of Reviews
Value Range parameter that lets you search for accounts having a number of reviews within the specified range.
Nurse Assigned
Pick List parameter that lets you specify one or more assigned nurses to search.
Nurse Reviewed
Pick List parameter that lets you specify one or reviewing nurses to search.
Review Complete Date
Date Range parameter that lets you search accounts with review completion dates lying within the specified range.
Review Initiated Date
Date Range parameter that lets you search accounts with review initiation dates lying within the specified range.
Summary Review
Boolean parameter that lets you search for accounts with or without a summary review.
Submission Criteria
Additional Information
Boolean parameter that lets you search for accounts with or without additional information.
Administrator
MultiSelect Text parameter that lets you specify one or more administrators to search.
Case Management
Boolean parameter that lets you search for accounts with or without case management.
Effective Date
Date Range parameter that lets you search accounts with effective dates lying within the specified range.
LCM UR Vendor
Pick List parameter that lets you specify one or more LCM UR vendors to search.
Producer
MultiSelect Text parameter that lets you specify one or more producers to search.
Repricing
Boolean parameter that lets you search for accounts with or without repricing.
Transplant
Boolean parameter that lets you search for accounts that are or are not transplant cases.
Underwriter
Pick List parameter that lets you specify one or more underwriters to search.
UR Vendor
Pick List parameter that lets you specify one or more UR vendors to search.
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.
