Searching for Policy Number Using Basic Searches

The Basic Claim Search unfortunately only searches the policy # located on the Name, and not the Policy # that is located on the Client on the file. To search for that Policy #, you would need to use Advanced file search.


This handout provides instruction on the following:


· Searching for the Policy # - by Client on File

· Searching for the Policy # - by Names
  AND

· Exporting the Results to Excel


Searching for Policy Number Using Advanced Searches

Searching for the Policy # - by Client on File


1.  Click on the Home tab.


2.  Click on File Search.


3.  Click on the Advanced tab (in the left panel).


4.  Select the F. Policy Number option from the drop-down menu.


The F. Policy Number option specifically search by Client on File.


5.  Set the search operator as needed (e.g., Equals or Contains) for your search (details provided below).


Some examples are available in the Using Basic Search Operators section below.


Using Basic Search Operators


Equals
Searches for an exact match of the criteria entered.
Not Equals
Provide a list that excludes the specified criteria.  For example, you want to see all of the files that match the criteria except for “Smith”.
Contains
This option will look for your search criteria throughout the field it is being used in.  This is a very effective method for querying when you do not receive the expected results.
Starts With
The result begins with the criteria entered.
Ends With
The result ends with the criteria entered
(e.g., “85-01”would bring forward “003785-01”).


6.  Enter the Policy # in the provided field.


7.  Click on the Add button.



8.  If no other criteria is needed, click on the Search button.


The results matching your specified criteria will be displayed.


Additionally, you will be taken to the Results tab (in the left panel).


Tip:
If you did not receive the needed results, click on the Advanced tab (left panel), click on the Delete button to remove the existing criteria, then repeat the steps 3 through 8 above but select the Contains search operator and possibly enter less detail in the field you are searching on.  The Contains search operator provides flexibility by searching on the entered detail throughout the field whereas the other operators perform exact searches.


Exporting the Search Results to an Excel Workbook


1.  If you have not already done so, perform a search to obtain the records you seek for your Excel Workbook.

 

From the File Search window, with the Results tab (in the left panel), selected:


2.  Click on the Export button (at the bottom of the window).


3.  Indicate where you want the Excel workbook saved.


4.  Enter a File name: for the workbook.


5.  Click on the Save button.


- OR -


Searching for the Policy # - by Names


1.  Click on the Home tab.


2.  Click on File Search.


3.  Click on the Advanced tab (in the left panel).


4.  Select the B. Policy option from the drop-down menu.


The B. Policy option specifically searches by Name.


5.  Set the search operator as needed for your search (details provided below).


Some examples are available in the Using Basic Search Operators section below.


Using Basic Search Operators


Equals
Searches for an exact match of the criteria entered.
Not Equals
Provide a list that excludes the specified criteria.  For example, you want to see all of the files that match the criteria except for “Smith”.
Contains
This option will look for your search criteria throughout the field it is being used in.  This is a very effective method for querying when you do not receive the expected results.
Starts With
The result begins with the criteria entered.
Ends With
The result ends with the criteria entered
(e.g., “85-01”would bring forward “003785-01”).


6. Enter the Policy # in the provided field.


7. Click on the Add button.



8.  If no other criteria is needed, click on the Search button.


The results matching your specified criteria will be displayed.


Additionally, you will be taken to the Results tab (in the left panel).


Tip:
If you did not receive the needed results, click on the Advanced tab (left panel), click on the Delete button to remove the existing criteria, then repeat the steps 3 through 8 above but select the Contains search operator and possibly enter less detail in the field you are searching on.  The Contains search operator provides flexibility by searching on the entered detail throughout the field whereas the other operators perform exact searches.


Exporting the Search Results to an Excel Workbook


1.  If you have not already done so, perform a search to obtain the records you seek for your Excel Workbook.


From the File Search window, with the Results tab (in the left panel), selected:


2.  Click on the Export button (at the bottom of the window).


3.  Indicate where you want the Excel workbook saved.


4.  Enter a File name: for the workbook.


5.  Click on the Save button.