How To: Review Search History for Instant Searches

Summary

Accessing Search History

Search History can be accessed by clicking on the Search History button on the right side of Instant Search. 

The Search History view will include the Search Date, Search Criteria, Search Type, and Review Status.

*Please Note: Depending on your user permissions, you may see all searches performed by any user.

By clicking on any result row, the user can review the results of the searched criteria on that Search Date. 

For any NPI or SSN results, a PDF report can be generated by selecting the Generate Report button on the right side of the screen opposite the search criteria and status.

For Individual and Organization searches, a CSV or PDF report can be generated for all potential matches by selecting the icons to the right of Review Status.

For Individual and Organization searches, a single report can be generated by selecting a single row and selecting the Generate Report button at the top right.

Filtering Search History

By clicking the Add Filters button on the right side of the screen, you can filter results by the following:

• Search Type: This allows a selection that includes NPI, SSN, Name, and Organization.
  *This filter includes the search criteria originally used; this does not include DBAs
• Searched By: A multi-select filter that allows the user to select user(s) who performed searches.
  *Searched By will only display based on certain user permissions
• Time Frame:  Requires the user to select a default time frame (Last 24 hours, Last 7 Days, Last 30 Days, or Last 90 Days) or select the Custom time frame, which allows a user to select a specific date or a date range.

To apply your selected filters, select the Apply Filter button in blue in the bottom right of the dialog box. You can reset individual filters by clicking the X Reset button on the right side of each search criterion. All filters can be cleared by selecting the Clear Filters button at the bottom of the Filter Search History dialog box, then selecting Apply Filter.

*Note: If filters are applied, these will remain in effect until they are cleared. Generating a report will not auto-remove or clear selected filters. 

Generating a Search History Report

Once you have applied the selected filters, users can generate a CSV report based on the filtered criteria by selecting the Generate Report button at the bottom of the Filter Search History dialog box. 

An example of the Search History Report can be downloaded and viewed at the bottom of this article.