Getting Started > Searching for Records > Using Find to Search for a Record

Record Search Methods

The search methods for each list window are:

• Account:Name, identification number, and Social Security number.

• Patient:Name, identification number, chart number, Social Security number, and first name.

• Phone Center:Name, identification number, chart number, Social Security number, and first name.

• Provider:Name and identification number.

• Referring Doctor:Name and identification number.

• Employer:Name and identification number.

• School:Name and identification number.

• Insurance Company:Name and identification number.

• Insurance Plan:Name and identification number.

• Insurance Claim:Claim number, patient identification number, and patient name.

• ADA Code:All codes or active codes.

• Diagnosis:Code or description.

• CPT ADA Codes:All codes or active codes.

• CPT Diagnosis Codes:All codes or active codes.

• Pharmacy:Name and identification number.

• Labs:Name and identification number.

• Prescription Drugs:Name and identification number.

• Zip Codes:Zip code or city.

• Completed Claim:Claim identification number, patient identification number, or submission date.

• Patient Questionnaire:Name or identification number.

• Receivable Totals:Date.

• Trojan:In the Employer_plans window, by group number, name, or identification number.
  In the Carriers window, by name or identification number.
  In the Managed Care Plan window, by group number, name, or identification number.
  In the Plan Administrators window, by name or identification number.

• Other Facilities:Name and identification number.