Filter search results for a need

Long lists are divided into pages. The page navigator includes a drop-down list of items per page , the current page number, the total number of pages, and the previous  and next  page buttons.

• To change the number of items per page, click to select from the Items per page drop-down list (bottom right). 

• To display the next page, click . To display the previous page, click . (Scroll up a bit if the page navigation buttons are covered by another button.)

•  Filters for languages, services, referral method, and cms rating are available on the left. If you have your ❤ Favorites showing, click  Search to display the filters.

• To filter by languages, service, or referral method:
  Video: Limit the providers to Online only

1. Click the item in the  Filters section on the left to display the list of options for languages, services, or referral method. The number to the left of the checkbox for each option is the number of providers in the search results that match that filter. 
2. Click to check the box  for each item needed. 
3. Once the filter is applied, the checkbox changes to .

• Options that are no not available from any of the remaining providers are no longer shown.
• The number to the left of each checkbox adjusts to count the remaining providers in the search results which offer that option. 
• Selections for languages, services, or referral method affect the options in all three (3) filters.

4. To remove a filter, click to uncheck its box. The provider count for each filter option adjusts accordingly.

• Filter for online providers by referral method whenever possible. If you must refer to fax-enabled providers, do so in a separate search. When you select documents and opt to share attachments while sending multiple referrals, those selections apply to every provider you’re referring to. If there are more than 100 pages, the referral will not be sent to fax-enabled providers – the fax will fail.
• To show only providers with a CMS rating at or above a certain score, click  and drag it on the cms rating line, right to increase and left to decrease, by half a point on the scale of 0 to 5.

• To limit the list by payer or classification, click to select an option from the drop-down lists beneath the search criteria. 
  To add more than one option for these criteria, repeat the process with a different selection. However, providers must match all of the search criteria to remain on the list, so adding more than one may be too limiting.
  To remove a filter, click its . To clear all, click × on the right of the search criteria field.
• To limit the results to providers located in a US state or territory:

1. Click to display the Location drop-down list, beneath the search criteria.
2. Move the mouse pointer over the State option. States are listed alphabetically, followed by US territories.
3. Click to select a state or territory from the scrolling list.

• To limit the results to providers within a defined radius of a particular location: 

1. Click to display the Location drop-down list, beneath the search criteria.
2. Click the Address option. The Find a Location popup displays.
3. Type a 5-digit zip code, or the name of a city and its 2-letter postal abbreviation. If you enter a name, matching results are displayed in a drop-down list as you type; click to select an option. 
4.  By default, the distance from the central location is set to 5 miles in any direction. To change the distance, click  and drag it on the Radius line, right to increase and left to decrease, by 5 miles on the scale of 5 to 50 miles.
5. Click ok.

• For home health agency providers only, to limit the results by service area (from the provider information): 

1. Click to display the Location drop-down list, beneath the search criteria.
2. Click the Service Area option. The Service Area popup displays.
3. Type a 5-digit zip code, or the name of a city and its 2-letter postal abbreviation. If you enter a name, matching results are displayed in a drop-down list as you type; click to select an option. 
4. Click ok.

• To search the provider information for text such as a provider name, type in the enter search criteria field and then press ENTER.  

•  You must type a whole word, or put an asterisk at the end of a partial word, to stand for the remaining letters. For example, typing either "spaulding" or "spau*" would return SRN facilities.
• Most of the provider information is checked during a text search, so you may get unexpected results. Use the search criteria and filter lists when possible.

• Search results:

• As you select search criteria and Filters, providers that no longer match are removed from the search results. 
• To remove a filter, click its  to uncheck it.
• To remove an item from the search criteria, click its . To clear all, click × on the right of the search criteria field.
• As you remove or replace  search criteria and Filters, providers that match are returned to the search results.

• To display the next page, click . To display the previous page, click . (Scroll up a bit if the page navigation buttons are covered by another button.)

• Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments .
• Viewing and printing the Case Summary - viewing the current status for all referrals; viewing the reason for any denial; printing the case summary
• Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time