Company Definitions: Smart Search Setup

Your Emplifi representative takes care of the initial steps for setting up the Smart Search functionality. After this is complete, you can choose your company-specific options.

To configure the Smart Search options:

1. From the Application Bar, select Administration Application Setup System SetupCompany Definitions.
2. Then, select your company.
3. Enter your desired Smart Search Lookback period. For example, entering 6 months means the Smart Search looks for cases within the last 6 months. If this field is blank, the system defaults to 2 months.
   
4. Select the Smart Search tab to add your search rules.
5. Click the New Code Item button on the banner.
6. From the Category drop-down list, select the category. Only Category IDs (CID) A, B, C, and I categories are allowed.
7. From the Code Item drop-down list, select a code item from the list.
8. Click the Save button. After you save, the code type will display in the Type field. This is display only.

Note: Any time you change the Smart Search Lookback period or the search rules, always run the Smart Search Index Update Utility.

 

 

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