Use the global search to quickly find participants and view their profiles, or search for invoices using filtering options.
Click the search bar at the to (just below the Logo of Caresquare)
You can either directly search a Participant or or use "go to advance invoice search"
Searching for a participant is made easy (bypassing the need to navigate through the participants list) To find a participant, simply type their name into the search bar.
Selecting the participant from the results will take you to a new screen which direct to their profile page.
Alternatively, use the "go to advanced invoice search" option.
This allows you to find invoices by invoice number, provider, or associated participant. You can further refine your search by combining multiple filters
You can search by using only invoice number
or by Provider
or by Participant
You can also download a report from this location by clicking the download button, which includes ID, Created at, Invoice number, PM provider ID, Participant ID, Plan manager, Provider, Participant, and Total.
Double-clicking an invoice in the search results will open a new page displaying the complete invoice details. (This is similar to what you will see when you view/double click an Invoice within the "Archive" Page)
(please refer to article "How to navigate within the 'Archive' Page" to know more)
To close the global search modal please click escape key "esc"