Use this screen to search for existing Financial Institutions (Lien Holders) you have entered into AdjustRite.

You will use this screen when you assign Financial Institutions as the lien holder on claims or when you are searching for Financial Institution records to change the data in them.

Click on the Clear button to clear all the search boxes and start with a fresh search screen.

Click on the Search button to show an alphabetical list of all your Financial Institutions.

Click on the column headings of the Financial Institution search grid to change the sort order of the records listed. For example, if you click on the Postal Code column heading the list will be sorted by postal code (ZIP).

Double click on a Financial Institution to select it. If you are selecting a Financial Institution as a Lien Holder for a claim, the name of the name of the Financial Institution will be placed in the Lien Holder field on the Insured tab of the Claim Assignment screen. If you selected Search from the Maintenance menu, the information will be displayed on the Financial Institution Maintenance screen.

Click on an Financial Institution and then click the Delete button to remove the record from the database. A message box will pop up to let you confirm you want to delete this Financial Institution. You may delete several records at the same time by clicking on them one at a time while holding down the "Ctrl" key or by clicking on first one, then pressing the "Shift" key before clicking on the last record in a range to select several, and then clicking on the Delete button.

Several search boxes are on the top of the Financial Institution Search screen. You can enter your search criteria in these boxes to help you quickly find the specific one you need.

Click on the Search button and a list of Financial Institutions will show in the search grid based on the search criteria entered.

• Name: Enter all, or part of a Financial Institution name here. For example, if you enter "Nat" here the search will list named both "U.S. National Bank" and "Nature Credit Union ".
• Phone: You may enter any part of the phone number. For example, entering "503" in the first phone number field will list all Financial Institutions with a phone number area code of "503". You can further limit the list by entering the prefix and/ or the last four digits of the phone number. You may also enter the "1010" to list all Financial Institutions with "1010" in the last four digits of any of the phone numbers in that record.
• City: All Financial Institutions with this city will be listed. If you enter "Springfield" here, both institutions in Springfield MO and Springfield OR will list.
• State: You may select a state, or combination of states. To select more than one state, just click on one state, then hold down the "Ctrl" key while clicking on any other states. Financial Institutions in all those states will then list when you click on Search.
• Postal Code : Enter any part of the zip code. If you know the full 5+4 zip code you can use that for the search (providing the full 5+4) stored in the Financial Institution record.

Here is an example of the Search screen as it appears when you are searching for a Financial Institution to edit from the Maintenance menu. Please note that when you double click on one of the institutions listed you will go to the Financial Institution Maintenance screen with the data for that institution loaded.

Here is an example of the Search screen as it appears when you are selecting a Financial Institution as the Lien Holder for the Insured tab of the Claim Assignment screen. Please note that when you double click on one of the Financial Institutions listed the name of that institution will be copied into the Lien Holder field on the claim assignment screen.