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You are probably familiar with using the Quick Search bar to find clients, but once a client is inactivated or you only have partial information to look up the client, this feature can no longer be used. Because clinics have many clients, the search must have more robust capabilities which:
- Accepts any of the following values: letter, number, special character and space.
- Populate search results quickly as you are typing to save time.
- Provides the flexibility to allow you to search scenarios Starts With, Contains, Exact Match, and Multiple Inputs.
- Allows quick navigation to the client, patient or invoice.
To search for a client who is active or has been inactivated, or you only have partial information, follow the examples below:
- Navigate to the Menu then click on Clients.
Searching for an Inactive Client
Enter the search criteria and check the option Include Inactive. Inactive clients who appear in the search results will display "Inactive" in the Status column.
Searching for a Client whose information Starts With
Enter the search criteria with an * after the characters you know are in the name. For example, Mar will find Mari, Mary, or Marionette, pets, and address that start with Mar. You can also use Mar* as well as emails that start with Mar.
Searching for a Client using Contains
Enter the search criteria with an * before and after the known characters. For example, *loy@gmail* will find the correct email in the example below.
Searching for a Client with an Exact Match
Enter the search criteria with quotations around the text you are searching. For example, "Janie" will require the value in a field matches entirely in order for the search result to display.
Searching for a Client with Multiple Inputs
Enter the search criteria, separated by a space between each word, to consider multiple inputs into your results. For example, if you know you have a pocket pet client with the last name Rodrigez, you could search Rodrigez pocket to increase your chances of finding the right client.
There are additional scenarios that are accounted for by the search feature including:
- For group practices, the search results will display matches from all the practices in the group.
- When a patient has more than one owner/client, the patient name will appear for each owner (i.e. Fluffy - Ben Jones, Fluffy - Jen Jones).
Based on the search filter and search string, results will be displayed in a ranked order. Based on the information already known for the search, select the best filter to obtain the results you want.
Examples of ranking:
- Formatted results start populating once two values have been entered in the search field and dynamically updates as you enter more values.
- If no match is found, then a “No results found” message will be displayed.
- Search results will be ranked or ordered based on the closest match to the search string.
- Result values matching your search criteria will be highlighted.
Need more information? Watch Client/Patient Search Video