Sponsor Search

Note: If your User ID is associated with only one Sponsor, you will be unable to access the Sponsor Search screen.  The system will always default to the Sponsor’s data to which you are associated.  This applies mainly to Sponsor User IDs; State User IDs are setup to access all respective Sponsor data.

For most system functions, you must search for and select a Sponsor using the Sponsor Search function before beginning any task. When the Sponsor Search screen displays, you can search for the Sponsor using all or part of the Sponsor’s ID, Name, or any other combination of parameters provided on this screen.

 

To search for a Sponsor

1.       On the menu bar, select Search. [If the Sponsor Search screen is already displayed, begin at Step 2.]  The Sponsor Search screen displays.

2.        Enter search parameters (see table for additional information on using the search parameters).

3.       Select Search.

4.       Select the Sponsor you wish to access.

TIP: The list of Sponsors displays based upon the search criteria entered. If no selections were made and the user selected the Search button, the list displays all SNP Sponsors with the designated status (default is “Active”). To display all Sponsors, leave all search parameters blank and select Search. 

 

Note: Parameters may vary by state

Parameter

Type of Search

Search Features

Sponsor ID

“includes”

§  If in combination with the Sponsor Name, the Sponsor ID takes precedence

§  If in combination with any other parameter, all parameters are used to perform the search

Sponsor Name

“includes”

§  If in combination with the Sponsor ID, the Sponsor ID takes precedence; this parameter is ignored

§  If in combination with any other parameter, all parameters are used to perform the search

Vendor Number

FEIN

CD Code

“includes”

§  If in combination with the Sponsor ID, the search is performed using both the Sponsor ID and this parameter

§  If in combination with any other parameter, all parameters are used to perform the search

County

Packet Status

Field Service Rep

Packet Assigned To

State Region

Program Status

“exact match”

§  If in combination with the Sponsor ID, the search is performed using both the Sponsor ID and this parameter

§  If in combination with any other parameter, all parameters are used to perform the search

Sponsor Status

“exact match”

§  Required

§  Defaults to “Active”

§  If in combination with any other parameter, all parameters are used to perform the search