The Search Criteria section allows you to filter the Tasks you wish to generate invoices for according to criteria of your choice. For example, you can search for Tasks under a specific Payer Type and Department or by specific date parameters.
You can search on any of the following criteria (or combinations thereof):
Payer Type |
Department |
Department Contact |
Export Status |
Date From |
Date To |
Query Status |
Groups |
Task Status |
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Alternatively, you can leave all of the criteria drop down fields at their default options and simply click Search to bring up all Tasks.