Searches

The CAPS Searches are available through the USTEPS Main Menu tab -> CAPS

Searches Available:

• Provider Search

• Contracted Service Search

• Service Search

• Approval Search

• PSA Search

• Search Pending Payments

• Search Payments

Provider Search:

The ability to search for Providers and contract information.

Search Criteria: Provider Name

Search Type: Exact Match, Begins With, Contains (default)

Search Value: You choose value

Information to be displayed:

• Company Name/Last Name

• First Name

• Provider ID

• Provider Type

• Parent ID

• Email Address

• Telephone Number

• Address

Contracted Service Search:

The ability to search for contracted services by Provider, Service Code, Contract Number or Agency.

Search Criteria: Provider Name, Provider ID, Service Code, Contract Number, Agency

Search Type: Exact Match, Begins With, Contains (default)

Search Value: You choose value

Information to be displayed:

1. • Provider Name

   • Provider Id

   • Service Code

   • Unit Type

   • Rate

   • Contract Number

   • Start Date

   • End Date

   • Contract Type

   • Agency

Service Search:

The user is able to locate services by 3-character Service Code. Searching the Service Rate database by Service Code for an agency can do the searches. Search request will be for active or obsolete Service Code. Result set includes service description and rate information.

Search Criteria: Service Code

Search Type: Exact Match (default)

Search Value: You choose value

Information to be displayed:

1. • Service Code

   • Service Code ID

   • Service Name

   • Create Date

   • Obsolete date

   • Unit Type

   • Eligibility Code

   • Description

Approval Search:

To search for provider approvals when a selected provider has been identified. Search can be by Provider ID. Provider approvals must exist before PSA's can be created or payments can be made.

Search Criteria: Provider ID, Service Code, Contract Number

Search Type: Exact Match (default)

Search Value: You choose value

Information to be displayed:

1. • Approval ID

   • Agency

   • Provider Name

   • Provider Id

   • Approval Start Date

   • Approval End Date

   • Rate

   • Service Code

   • Unit Type

   • Contract Number

   • Invalidation Date

   • Invalidation Description

PSA Search:

Search Criteria: Provider Name, Client PID, Provider ID, Contract Number

Search Type: Exact Match (default)

Search Value: You choose value

Information to be displayed:

1. • Provider Name

   • Consumer Name

   • Service Code

   • Unit Type

   • Rate

   • Start Date

   • End Date

   • Monthly Max

   • Eligibility

   • Office Code

Search Pending Payments:

Allow search for pending payments to view or delete the pending payment.

Search Criteria:

There are different ways and combinations you can search: Note: Office Code cannot be used as the only Search Criteria. It must contain either Provider, Contract Number or Consumer as well to have this filter work.

• • Provider

• Contracts

• Consumer

• Provider + Contract + Consumer + Office Code

• Provider + Contract + Office Code

• Provider + Consumer + Office Code

• Contract + Consumer + Office Code

• Provider Name, Provider ID, Service Code, Contract Number, Agency

Search Type: Exact Match, Begins With, Contains (default)

Search Value: You choose value

Information to be displayed:

• Consumer Name

• Client PID

• Service Code

• Provider Name

• Provider Id

• Unit Type

• Start Date

• End Date

• Contract Id

• Eligibility Code

• Rate

• Units

• Approval 1

• Approval 2

• Total Amount

• Office Code

Search Payments:

Allow search for payments to view what has been paid.

Search Criteria:

There are different ways and combinations you can search:

Note: Office Code cannot be used as the only Search Criteria. It must contain either Provider, Contract Number or Consumer as well to have this filter work. It is also good to specify the date range, as the system will only allow only a certain amount of data to be displayed. If you cannot get the results that you need, please contact the USTEPS team and they can query the warehouse database and provide that information for you.

1. • Consumer PID

   • Provider Id

   • Contract Number

   • Warrant Number (also known as Check Number)

   • The combination of these search criteria can be used.

Search Type: Exact Match, Begins With, Contains (default)

Search Value: You choose value

Information to be displayed:

• Consumer Name

• Client PID

• Service Code

• Provider Name

• Provider Id

• Unit Type

• Start Date

• End Date

• Paid Date

• Contract Number

• Eligibility Code

• Rate

• Units

• Total Amount

• Check Number (also known as Warrant Number)

• Office Code

• Approval 1

• Approval 2