How To: Download Search Reports

Summary

This article explains how to generate and manage Instant Search Reports for NPI, Name, and SSN searches. Each report contains essential details such as search criteria, user and organization information, results, notes, and status updates. NPI reports additionally display a comprehensive list of primary sources and their corresponding results. Reports can be generated for all Instant Search types, including any searches that return no results.
 

Best Practice

To maintain accuracy and ensure audit readiness, users are encouraged to rename reports for easier reference and to follow their department’s established audit documentation practices. Reports should be generated after Internal Review Status updates have been updated or once all search results have been reviewed and resolved. 

For details on how to add an Internal Review Status, please reference the following articles:

• How To: Add a Review Status for NPI Searches
• How To: Add a Review Status For Name and SSDMF Searches

Reporting for NPI Searches

After completing an NPI search, the Generate Report button will appear in the right corner. 

An NPI Search Report includes the date the report was generated, the user who generated it, and the organization name, which appears in the top-right corner of the report. It also lists all primary sources used in the search and their corresponding results. Additionally, the footer of the NPI search report contains all Federal, State, and Other Lists Checked. A sample NPI report is included below:

Reporting for Name Searches

After completing an Individual or Organization name search, a comprehensive report of all potential matches and their Review Status can be downloaded in CSV or PDF format. By clicking on the icons, the report will begin to download. Be sure to save the report according to your department's audit readiness guidelines. 

Alternatively, a single result can be reported by clicking on the specific result item.

The generate report button will appear in the right corner. By clicking the Generate Report button, the report will begin to download. Be sure to save the report according to your department's audit readiness guidelines. 

The report will reflect the date generated, the user who generated the report, and the organization name. Additionally, you will see the criteria searched, as well as each potential match result(s) and the corresponding notes and status changes for each result. A sample Individual Name report is included below:

Reporting for SSN Searches

After completing an SSN search, a Generate report button will appear in the right corner. 

By clicking the Generate Report button, the report will begin to download. Be sure to save the report according to your department's audit readiness guidelines. 

An SSN Search Report includes the date the report was generated, the user who generated it, and the organization name, which appears in the top-right corner of the report. The Social Security Death Master File is the only source checked for SSN searches. 

A sample SSN Search report is included below:

PII Statement

All information contained in Instant Search reports is deemed to be PRIVATE, CONFIDENTIAL, and PROPRIETARY. Storage and use of information of PII or PHI must be limited to authorized business purposes and shall comply with company policies, requirements, and guidelines.