Overview:
ProviderTrust clients with Instant Search capability can now view their search history across all searches and users within the ProviderTrust client organization.
To access the Search History capability
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Click on the Instant Search button on the left side navigation bar
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Click on the Search History toggle beneath Instant Search header
Search in Navigation Bar
Available functionality
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Searching by “Search Criteria”
- First name and/or last name
- Organization Name
- NPI
- SSN
*What was used to search originally, this does not include DBAs
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Filtering
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Search Type (NPI, Name, Organization Name, SSN)
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Time Frame
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Search By (users)
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Generate Report
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Users can generate a CSV report by the filtered criteria. (Review an example CSV report)
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*A sample Search History report is attached below
Reviewing Search History
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By clicking on a row, the user can review when and who else searched by the criteria.
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The user should view a single search result for NPI or SSN searches.
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For Name or Organization searches, the user should see potential matches and need to click into an additional row to view multiple search results.
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