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Retrieve Historical Query and Report Summaries

When you initially submit a Data Bank query, the results are available for 45 days for you to print or save to your computer. There may be times, however, when you need to verify or search for specific organizations or individuals on which you previously queried or reported. You may also want to verify who was queried or reported within a certain time period. Historical query and report summaries are available and are found through the search criteria that you select.

To Retrieve a Historical Query Summary

  1. Sign in to the Data Bank.
  2. On the Options page, click View Historical Queries.
  3. If View Historical Queries is not an option, click Query, then click View Historical Queries.
  4. On the Historical Query Selection page, specify the search criteria.
  5. Click Search to proceed with the historical query search, or click Clear to reset.
  6. The Historical Query Summary page displays your summary, which you can print for your records. Select landscape orientation as the layout choice for printing.
  7. Click Download to download your results as either .CSV (Comma-Separated Value) or .XLS (Microsoft Excel) format. Data downloads are limited to the top 1000 results. To download more results, refine your search parameters.

To Retrieve a Historical Report Summary

  1. Sign in to the Data Bank.
  2. On the Options page, click Historical Search.
  3. If Historical Search is not an option, click Report, then click Historical Search.
  4. On the Historical Report Search page, specify either:
    • Find a specific practitioner
      • Practitioner Name - enter the practitioner name or partial practitioner name.
        Note: If you are unsure of spelling, you may use a wildcard character, such as the asterisk (*) or percent (%), after typing the first few characters of a specific name.
    • or Find reports using advanced search options
      • Submission Date Range - enter the time period for which you want to search. Searches for specific practitioner or organization historical reports can date back to June 2000, but general report searches without specific names must be made in one-year increments back to June 2000.
      • DCN - enter the 16-digit Report DCN on which you wish to search.
        Note: The Report DCN may not be used in conjunction with any other search criteria.
      • Customer Use - enter the Customer Use on which you wish to search.
        Note: To search for reports using Customer Use, the Customer Use value must have been provided at the time the report was submitted. This field may not be used in conjunction with any other search criteria.
      • Type of Subject - for report verification summary select either Individual Subject(s) or Organization Subject(s).
        Note: If you are unsure of spelling, you may use a wildcard character, such as the asterisk (*) or percent (%), after typing the first few characters of a specific name. To receive all summaries, leave the name fields blank.
      • Status - specify whether you want summaries of all reports submitted, or only reports that were successfully submitted and processed as Complete or Rejected.
      • Select the Report Type, either Adverse Action Report (AAR), Medical Malpractice Payment Report (MMPR), Judgment or Conviction Report (JOCR), or you may select All for a summary of all report types submitted by your organization in the specified date range.
      • Click the Help button for descriptions of other search criteria.
  5. Click Search to perform the Historical Report Summary search, or click Clear to reset.
  6. The Historical Report Summary page displays your summary, which you can print for your records.
  7. Click Download to download your results as either .CSV (Comma-Separated Value) or .XLS (Microsoft Excel) format. Data downloads are limited to the top 1000 results. To download more results, refine your search parameters.
  8. Click on a Subject Name or Report DCN to view a report, modify a report, or save it to your computer.

Agents
Authorized Agents who represent multiple organizations can search only for the organization that they sign in under. The agent must sign in using the appropriate Data Bank Identification Number (DBID) for each organization that requests historical query and report summaries.

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