Search Account

The Search Account zone allows you to search for accounts using various search criteria. It also allows you to add the accounts in the hold request. It appears when the following conditions are met:

• The Entity field in the hold request is set to Account

• The status of the hold request is set to Draft.

It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for an account using the account, policy, or individual membership details. The valid values are: Account Details Policy Details Individual Membership Details Note: By default, the Account Details option is selected. The Individual Membership Details and Policy Details options appear in the Search By list only when the Environment Type option type of the SYSDT feature configuration is set to H. For more information, see Setting the SYSDT Feature Configuration.	Yes
  Account ID	Used to search for a particular account. Note: This field appears when the Account Details option is selected from the Search By list. The Search () icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears. On selecting the account, the respective information string appears corresponding to the Account ID field. It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.	No
  Division	You can use this field while searching for an account using the account or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts which belong to a particular division. Individual Membership Details - This field enables you to search for individual membership's member persons’ accounts that belong to a particular division. Note: This field appears when the Account Details orIndividual Membership Details option is selected from the Search By list. The list includes only those divisions which are already defined in the system.	No
  Address Source	Used to search for accounts where a particular address source is used to route the account's bills and/or quotes via the postal service. The valid values are: Account Override Bill Main Multiple Account Override Person Note: This field appears when the Account Details option is selected from the Search By list. The list includes only those values which are defined in the BILL_​ADDR_​SRCE_​FLG lookup field.	Yes (Conditional) Note: This field is required when the search criteria is specified in the State, County, or Postal field.
  Bill Cycle	Used to search for accounts with a particular bill cycle. Note: This field appears when the Account Details option is selected from the Search By list. The list includes only those bill cycles which are already defined in the system.	No
  State	You can use this field while searching for an account using the account, policy, or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts whose billing address belongs to a particular state. Policy Details - This field enables you to search for accounts of persons that are linked to policies issued in a particular state. Individual Membership Details - This field enables you to search for accounts that belong to the individual membership’s member persons who resides in a particular state. Note: The Search () icon appears corresponding to the State field. On clicking the Search icon, the State Search window appears.	No
  Customer Class	You can use this field while searching for an account using the account or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts which belong to a particular customer class. Individual Membership Details - This field enables you to search for individual membership's member persons’ accounts that belong to a particular customer class. Note: This field appears when the Account Details or Individual Membership Details option is selected from the Search By list. The list includes only those customer classes which are already defined in the system.	No
  County	You can use this field while searching for an account using the account, policy, or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts whose billing address belongs to a particular county. Policy Details - This field enables you to search for accounts of persons that are linked to policies issued in a particular county. Individual Membership Details - This field enables you to search for accounts that belong to the individual membership’s member persons who resides in a particular county. Note: You can specify comma-separated values in this field.	No
  Postal	You can use this field while searching for an account using the account, policy, or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts whose billing address belongs to a specific postal or zip code. Policy Details - This field enables you to search for accounts of persons that are linked to policies issued in an area with a particular postal or zip code. Individual Membership Details - This field enables you to search for accounts that belong to the individual membership’s member persons who resides in an area with a particular postal or zip code. Note: You can specify comma-separated values in this field.	No
  Price Item	Used to search for accounts for which charges of a particular price item are created. Note: This field appears when the Policy Details option is selected from the Search By list. The Search () icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears.	No
  Policy Plan Number	Used to search for accounts of persons that are linked to policies having a particular policy plan. Note: This field appears when the Policy Details option is selected from the Search By list.	No
  Policy Type	Used to search for accounts of persons that are linked to policies created using a particular policy type. Note: This field appears when the Policy Details option is selected from the Search By list. The list includes only those policy types which are already defined in the system.	Yes (Conditional) Note: This field is required if you are searching for accounts using the state, county, postal, start date, or end date as a search criteria.
  Source System	Used to search for accounts of persons that are linked to policies originated from a particular external system. Note: This field appears when the Policy Details option is selected from the Search By list. The list includes only those source systems which are already defined in the system.	Yes (Conditional) Note: This field is required if you are searching for accounts using the state, county, postal, start date, or end date as a search criteria.
  Policy Number	Used to search for accounts of persons that are linked to a particular policy. Note: This field appears when the Policy Details option is selected from the Search By list.	No
  Start Date	You can use this field while searching for an account using the policy or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Policy Details - This field enables you to search for accounts of persons that are linked to policies with a particular start date. Individual Membership Details - This field enables you to search for accounts of persons that are linked to individual memberships with a particular start date. Note: This field appears when the Individual Membership Details or Policy Details option is selected from the Search By list. You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  End Date	You can use this field while searching for an account using the policy or individual membership details. The context of this field changes depending on the respective option selected from the Search By list: Policy Details - This field enables you to search for accounts of persons that are linked to policies with a particular end date. Individual Membership Details - This field enables you to search for accounts of persons that are linked to individual memberships with a particular end date. Note: This field appears when the Individual Membership Details or Policy Details option is selected from the Search By list. You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Status	Used to search for accounts of persons that are linked to policies with a particular status. The valid values are: In Force/Active Cancel Canceled Pending Cancelation Pending Pending Reinstatement Pending Termination Post Run out Reinstated Run out Terminated Note: This field appears when the Policy Details option is selected from the Search By list.	No
  Health Plan	Used to search for accounts of persons that are linked to individual memberships of a particular health plan. Note: This field appears when the Individual Membership Details option is selected from the Search By list. You must specify a health plan which is already defined in the system.	No
  Membership Identifier Type	Used to search for accounts of persons that are linked to individual memberships using a particular membership identifier type. Note: This field appears when the Individual Membership Details option is selected from the Search By list. The list includes only those membership identifier types which are already defined in the system.	Yes (Conditional) Note: If you specify the membership identifier as a search criteria, you have to select the membership identifier type.
  Membership Identifier	Used to search for accounts of persons that are linked to a particular individual membership. Note: This field appears when the Individual Membership Details option is selected from the Search By list.	Yes (Conditional) Note: If you specify the membership identifier type as a search criteria, you have to enter the membership identifier.
  Product Type	Used to search for accounts of persons that are linked to individual memberships of a particular health product type. The valid values are: Exclusive Provider Organization Health Maintenance Organization Point-of-Service Plan Preferred Provider Organization Note: This field appears when the Individual Membership Details option is selected from the Search By list. The list includes only those values which are defined in the PRODUCT_​TYPE_​FLG lookup field.	No
  Product Category	Used to search for accounts of persons that are linked to individual memberships of a particular health product category. The valid value is: Medical Note: This field appears when the Individual Membership Details option is selected from the Search By list. The list includes only those values which are defined in the PRODUCT_​HC_​CAT_​FLG lookup field.	No
  Product LOB	Used to search for accounts of persons that are linked to individual memberships belonging to a particular health product LOB. Note: This field appears when the Individual Membership Details option is selected from theSearch By list. The list includes only those values which are defined in the PRODUCT_​LOB_​FLG lookup field.	No
  Product LOB Category	Used to search for accounts of persons that are linked to individual memberships belonging to a particular health product LOB category. The valid values are: Commercial Government State Programs Note: This field appears when the Individual Membership Details option is selected from theSearch By list. The list includes only those values which are defined in the PRODUCT_​LOB_​CAT_​FLG lookup field.	No
  Characteristic Type	You can use this field while searching for an account using the account, individual membership, or policy details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts with a particular type of characteristic. Here, the system lists those characteristic types where the characteristic entity is set to Account. Individual Membership Details - This field enables you to search for member persons’ accounts of the individual memberships with a particular type of characteristic. Here, the system lists those characteristic types where the characteristic entity is set to Membership. Policy Details - This field enables you to search for policy persons’ accounts of the policies with a particular type of characteristic. Here, the system lists those characteristic types where the characteristic entity is set to Policy.	Yes (Conditional) Note: If you specify the characteristic value as a search criteria, you have to select the characteristic type.
  Characteristic Value	You can use this field while searching for an account using the account, individual membership, or policy details. The context of this field changes depending on the respective option selected from the Search By list: Account Details - This field enables you to search for accounts with a particular characteristic. Individual Membership Details - This field enables you to search for member persons’ accounts of the individual memberships with a particular characteristic. Policy Details - This field enables you to search for policy persons’ accounts of the policies with a particular characteristic. Note: This field appears when you select an option from the Characteristic Type list.	Yes (Conditional) Note: If you specify the characteristic type as a search criteria, you have to enter the characteristic value.

  Note: You must specify at least one search criterion while searching for an account.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Account Information	Displays additional information about the account. In addition, this column has a context menu () icon which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
  Country	Displays the country in which the account’s main customer resides.
  State	Displays the state where the county is located.
  County	Displays the county name.
  Postal	Displays the postal or zip code of the address.
  Customer Class	Indicates the customer class to which the account belongs.
  Division	Indicates the division to which the account belongs.
  Account ID	Displays the account ID.

  Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

  In addition, this section contains the following button:

  Button Name	Button Description
  Add	Used to add an account to the hold request.

  A check box appears corresponding to each account. On selecting the check box, you can add the account to the hold request. You can also select multiple accounts at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the accounts listed in the respective page to the hold request.

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