This user guide describes how to use the advanced search feature for finding persons or providers. In contrast to the quick search bar, this feature offers greater flexibility by allowing searches based on multiple data points. If you are unable to locate a person or provider using their ID or name alone and have additional information at hand, advanced search is the recommended approach to enhance your search capabilities.

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* Access to Care Management or Utilization Management

When you need to search for a person or provider by criteria other than their ID or name.

* The allowed combinations of data entered into the advanced search fields changes based on the information entered. Fields that you are not able to enter based on the pre-configured data combinations turn gray. * Program ID quick search and program ID advanced search are functionally the same. The job aid does not include this information. It is advised to utilize the quick search feature to search by program ID.

Click the **Advanced Search** button on the quick search bar available on the top of every page.

Enter search criteria.

An informational message appears after the system identifies which subset of fields enables. Unavailable fields are gray. To enter a different search criteria, delete all previously entered criteria.

To search _inactive_ members, de-select the **Search active persons only** checkbox.

Click **Search**

Search results display under the entry fields. A counter indicates number of matches found.

If there are more than 50 matches, an informational message displays with the first 50 results. The record you are searching for may not be included in these 50 results. You may need to enter additional criteria to refine the results.

To view the person’s Comprehensive Person View (CPV), click the arrow icon or anywhere within the row.

To view the person’s profile information, click the person icon.

Click the **Advanced Search** button on the quick search bar available on the top of every page.

Click the Providers tab.

_Alternate_: Select the **Providers** option from the Quick Search bar and click the **Advanced Search** button. You navigate directly to the **Providers** tab.

Select the Provider type. Available options are:* Facility * Practitioner * Provider Group

Enter search criteria

An informational message appears after the system identifies which subset of fields enables. Unavailable fields are gray. To enter a different search criteria, delete all previously entered criteria.

To search inactive providers, de-select the **Search active providers** only checkbox.

Click **Search**

Search results display under the entry fields. A counter indicates number of matches found.

If there are more than 50 matches, an informational message displays with the first 50 results. The record you are searching for may not be included in these 50 results. You may need to enter additional criteria to refine the results.

To view the provider’s profile information, click the information icon.

If you perform a search using a member ID and you do not have access to that member due to data permissions, no results are returned.The “search active providers / persons” checkbox is selected by default each time you perform an advanced search. If you are not finding the expected results, uncheck this box and try your search again.