How-to guides
How to Locate In-Network Responders
2 Oct 2018 - 1 minute read
There are two ways to locate In-Network responders: By conducting a search and running a report.
Conducting a Search
- From the Client Information dashboard, in the Accounts area, click the add button.
- Select the confirmation type.
- In the Search field, enter the name of the responder and click the search button.
- In the search results, a green icon represents an In-Network responder and an orange icon represents and out-of-network responder.
Run an In-Network report
- From the Main dashboard, select List available In-Network Responders link.
- Use the drop down boxes to select Financial for banks, Company for AR/AP, or Legal for law firms and click the export button.