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Searching within tables

Use search to find a specific claim or patient in your worklist

Updated over a month ago

Use the search bar in the upper right of any list of claims to look up a specific claim or patient by the following fields.

  • Patient account #

  • Patient name

  • Check #

  • Medical record #

  • Payer claim #

  • Subscriber ID

  • Subscriber name

To narrow your search, click the options menu and toggle fields on or off. You can search within columns that are hidden from the worklist as long as you have the toggle enabled for those fields.

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