March 30, 2023 - Search History Added for Instant Search

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

1. Click on the Instant Search button on the left side navigation bar

2. Click on the Search History toggle beneath Instant Search header

Search in Navigation Bar

Instant Search and Search History toggles (Search History View)

 

Available functionality

• 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

• Filtering

  • Search Type (NPI, Name, Organization Name, SSN)

  • Time Frame

  • Search By (users)

• Generate Report

  • Users can generate a CSV report by the filtered criteria. (Review an example CSV report)

*A sample Search History report is attached below

Reviewing Search History

• By clicking on a row, the user can review when and who else searched by the criteria.

• The user should view a single search result for NPI or SSN searches.

• For Name or Organization searches, the user should see potential matches and need to click into an additional row to view multiple search results.
  
  

Name Search

 

 

Name Search potential matches

 

 

 

NPI Search Results