Filtering and Searching for Providers in Compliance Overview

Compliance Overview has filters that help you rearrange the providers’ list as you need. You may apply one filter at a time or a combination of them. Thus, you get a comprehensive list of the providers that correspond with the selected filtering criteria.

Picture showing the compliance table filters

Filtering Providers in Compliance Overview

By default, the In Network filter is applied to the table, so you can see the list of providers who are already in your network. All of the providers’ names in the table are listed alphabetically.

Clicking on the provider's name in the Providers List, you will be directed to the tab showing the provider’s compliance requirements progress detail.

Picture showing the result of clicking on the Provider's name

There are six filters within Compliance Overview:

  1. Compliance Status
  2. Network Status
  3. Rank
  4. Insurance
  5. Trade
  6. Label

Picture showing six filters of the compliance overview

Navigate between the tabs below to read about each filter option:

⦿ How to Filter Providers in Compliance Overview
  1. Go to ServiceChannel.com  > Hamburger Menu > Compliance Manager. The Compliance Overview page appears.
  2. On the Compliance Overview page, start selecting filters. You may apply one filter at a time or use a combination of them.
  3. Should you need to cancel the filter, clear the checkboxes one by one in the drop-down list of the filter or click the Clear All button.
  4. Should you need to reset all filters, click the Clear All button to the right of the filter tabs.

    If none of your providers match the filters you select, you will see no results, and ServiceChannel will prompt you to remove filters and try again.

    Here is a handy example of how to configure the filters:

    Video showing how to configure filters

Searching for Providers in Compliance Overview

A search box is displayed to the right of the filters allowing you to do a text search across the providers’ names.

Picture showing the search for field of the compliance table


⦿ How to Search for Providers in Compliance Overview
  1. Go to ServiceChannel.com  > Hamburger Menu > Compliance Manager. The Compliance Overview page appears.
  2. In the Search providers text field, start entering a provider’s name. The list of matching providers appears.
  3. Click the provider(s)’ name to select it or press Enter on your keyboard to apply the searched text.
    Once you have selected one or several search results, the table shows only providers that match this result.
  4. Click the Cross icon on the Search providers text field to remove the searched text from filtering the table.

    Here is a handy example of how to configure the filters:

    Video showing how to use the search for field

The next article is Managing the Compliance Table.