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Search Notes (Trading Partner) Page

You use the Search Notes page to search for notes for an entity. When the entity type is for a trading partner, the Search Notes page is displayed containing trading partner related fields. Multiple notes may exist for a single trading partner.

After the note details are displayed, you can filter, view, and print notes associated with a trading partner.

The Trading Partner view of the Search Notes page contains the following panels:

 

Search Filters Fields

Field Description
When the Entity Type is Trading Partner, these fields are displayed. To add an entity, click Add Entity.
Entity Type

The type of organization, institution, or individual.

Example: TD-TrdngPartn

Status The status of the trading partner.
Entity ID Type

The kind of ID entered in the Entity ID field.

Examples: Medicaid ID, Member MMIS ID, SSN, etc.

Entity ID

The unique identifier used for an entity in ND MMIS about which healthcare information needs to be maintained.

Note: Entity ID depends on Entity Type. For example, a Provider Entity Type requires a Provider ID.

Classification

The trading partner's classification.

Example: BA-Bill Agent, CA-Carrier, CH-Clearhouse, PR-Provider, PY-OtherPayer, SW-Switch Ven

Name

The name of the trading partner.

Note: Required if the Entity ID Type is not selected

 

Search Results Fields

If more than one record is found, a table with matching records is displayed.

 

Version as of 5/16/14.

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