Note: If your User ID is associated with only one Organization, you will be unable to access the Organization Search screen. The system will always default to the Organization’s data to which you are associated. This applies mainly to Organization User IDs; State User IDs are setup to access all respective Organization data.
For most system functions, you must search for and select an Organization using the Organization Search function before beginning any task. When the Organization Search screen displays, you can search for the Organization using all or part of the Organization’s ID, Name, or any other combination of parameters provided on this screen.
To search for an Organization
1. On the menu bar, select Search. [If the Organization Search screen is already displayed, begin at Step 2.] The Organization Search screen displays.
2. Enter search parameters (see table for additional information on using the search parameters).
3. Select Search.
4. Select the Organization you wish to access.
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TIP: The list of Organizations displays based upon the search criteria entered. If no selections were made and the user selected the Search button, the list displays all SNP Organizations with the designated status (default is “Active”). To display all Organizations, leave all search parameters blank and select Search. |
The search parameters follow a specific set of rules. These are described in the following table.
If the type of search is identified as “includes”, the system will search for any Organization that includes the parameter in any portion of the selected field. For example, if the user entered “386” in the Organization ID parameter, the system will retrieve Organizations with Organization IDs of “00386” and “01386”.
If the type of search is “exact match”, the system will search only for any Organization that exactly matches the parameter. For example, if the user selected “ADAIR” in the County parameter, the system will retrieve all Organizations associated with the county of Adair.
Parameter |
Type of Search |
Search Features |
Organization ID |
“includes” |
§ If in combination with the Organization Name, the Organization ID takes precedence § If in combination with any other parameter, all parameters are used to perform the search |
Organization Name |
“includes” |
§ If in combination with the Organization ID, the Organization ID takes precedence; this parameter is ignored § If in combination with any other parameter, all parameters are used to perform the search |
MAGIC Vendor Code |
“includes” |
§ If in combination with the Organization ID, the search is performed using both the Organization ID and this parameter § If in combination with any other parameter, all parameters are used to perform the search |
County Packet Status Area Specialist Packet Assigned To Program Status |
“exact match” |
§ If in combination with the Organization ID, the search is performed using both the Organization ID and this parameter § If in combination with any other parameter, all parameters are used to perform the search |
Organization Status |
“exact match” |
§ Required § Defaults to “Active” § If in combination with any other parameter, all parameters are used to perform the search |
If the “Search all available Programs” checkbox is checked, the results display changes in appearance. The system will ignore all search criteria except for the Organization ID and Organization Status. If the Organization Name is entered, and no Organization ID is entered, the system will ignore all search criteria except for Organization Name. If no parameters are entered, the system will retrieve all Organizations in all programs.
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TIP: Once all program data is maintained in the system, the user can view which programs an Organization participates in by entering the search criteria and checking the Search all available Programs checkbox. |
To add a new Organization
1. On the menu bar, select Search. The Search Options screen displays.
2. Select Organization Search. The Organization Search screen displays.
3. Perform a search to ensure that the Organization does not already exist in the system.
4. Select Add New Organization at the bottom of the screen results section. The Add New Organization screen displays.
