Finding Data

Most data can be found using the ‘Patient’ and ‘Claim’ search panes on the main screen.  For access to additional search criteria, click on the ‘Find’ button from the Home Ribbon Bar and select the item to search.

Important: When viewing a ‘Find’ screen, right click on any column heading and select ‘Column Chooser’ to add additional search columns. See Column Chooser.  To save a preferred layout format on any ‘Find’ screen, simply right click and choose ‘Save Layout”. 

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