How to Search for a TPL Policy or Medicare Span

You are here: Third Party Liability > Policy > How to Search for a TPL Policy or Medicare Span

How to Search for a TPL Policy or Medicare Span

You can use the Search TPL Policy page to find a TPL policy or Medicare span record. You can search using any one of the following types of information:

Medicaid case number
Member ID, name, or SSN
Carrier ID
National Payer ID
Pending status
Policyholder ID, name, or SSN
Policy number or Medicare ID

Optionally, you can add a TPL policy or Medicare span.

To search for a policy

On the Financial menu, point to Third Party Liability, and then click Policy.
On the Search TPL Policy page, click the appropriate tab, depending on the information you have available for your search:
- Case
- Member
- Carrier ID
- National Payer ID
- Pend Status
- Policyholder
- Policy Number or Medicare ID
On the selected tab, complete the required field(s), including any additional options to narrow your search.

In some searches, the system displays additional fields depending on the criteria selected.

Example: If options include Name, SSN, or ID and you select Name, the system displays additional name fields to be completed before the search can be started.
Click Search.

If more than one match is found, a results table with matches is displayed. Click the up or down arrow next to a column heading to sort the table in ascending or descending sequence according to that column. Click a row to display that match.

If one match is found, it is displayed instead of the results table.

If no matches are found, a message is displayed with the option to click Reset to clear all fields and enter new search information. If too many matches are found, click Reset and search using additional options.

How to Search for a TPL Policy or Medicare Span

See Also