Searching for a Sponsor

Sponsor Search

Note: If your User ID is associated with only one Sponsor, 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 SNP 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: Non-state users can only query on and view Sponsors associated with their user account.

The search parameters follow a specific set of rules. These are described in the following table. The search is confined to the Sponsors in the respective Program Year displayed at the top right of the screen.

If the type of search is identified as “includes”, the system will search for any Sponsor that includes the parameter in any portion of the selected field. For example, if the user entered “386” in the IRN parameter, the system will retrieve Sponsors with IRNs of “00386” and “01386”.

If the type of search is “exact match”, the system will search only for any Sponsor that exactly matches the parameter. For example, if the user selected “Adams” in the County parameter, the system will retrieve all Sponsors associated with the county of Adams.

Parameter	Type of Search	Search Features
IRN	“includes”	§ If in combination with the Sponsor Name, the IRN 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 IRN, the IRN takes precedence; this parameter is ignored § If in combination with any other parameter, all parameters are used to perform the search
FEIN	“includes”	§ If in combination with the IRN, the search is performed using both the IRN 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 Region Program Status	“exact match”	§ If in combination with the IRN, the search is performed using both the IRN 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

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 IRN and Sponsor Status. If the Sponsor Name is entered, and no IRN is entered, the system will ignore all search criteria except for Sponsor Name. If no parameters are entered, the system will retrieve all Sponsors in all programs.

TIP: Once all program data is maintained in the system, the user can view which programs a Sponsor participates in by entering the search criteria and checking the Search all available Programs checkbox.

To add a new Sponsor

1. On the menu bar, select Search. The Search Options screen displays.

2. Select Sponsor Search. The Sponsor Search screen displays.

3. Perform a search to ensure that the Sponsor does not already exist in the system.

4. Select Add New Sponsor at the bottom of the screen results section. The user is transferred to a blank Sponsor Profile screen for entry of a new Sponsor.