How to Locate In-Network Responders

如欲找出網內回應方可有兩個方式:進行搜尋並且執行一份報告。

Conducting a Search

  1. From the Client Information dashboard, in the Accounts area, click the add button.
  2. Select the confirmation type.
  3. In the Search field, enter the name of the responder and click the search button.
  4. In the search results, a green icon represents an In-Network responder and an orange icon represents and out-of-network responder.

Run an In-Network report

  1. From the Main dashboard, select List available In-Network Responders link.
  2. Use the drop down boxes to select Financial for banks, Company for AR/AP, or Legal for law firms and click the export button.

Looking for a list of banks and financial institutions that respond to bank references? We have you covered.