The search bar at the top of the ClaimCheck dashboard (when signed in as a processor) allows users to to search for assignments by FH, Insurance Company and insured name. Since there isnt a way to mark what type of search the user wants to make, its alittle tricky to get a good solid search.
I would like us to add an "Advanced Search" option that will take the user to a new screen with more options to search by. We would like to include:
Select the search type (FH, insurance company, insured name, bene name)
Dropdown to select FH or Insurance Company (so they dont have to type)
Allow for multi select of FH's and Insurance Companies
Date Range to search for assignments (Entry Date, Closed Date, Advanced Date)
Queue/Status options
Allow multi select
Name searching by First and or Middle and or Last Name
The user should be able to select multiple items to search by and have a list of assignments pulled back onto the screen that meet the criteria.
If there are other things you think would be helpful to search by, please feel free to add them. These were just my initial ideas that I believe would be super benefical for processors to use while looking for assignments.
Your name | Alyssa Alvarez |