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Enhanced Client and Patient Search Functionality

  • Updated

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Introduction

Searching for clients and patients has been greatly improved. The reason for the new enhanced search is because clinics have many clients/patients and 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.

Client/Patient Search

To search for a clients/patients who are active or have been inactivated, or you only have partial information, follow the examples below:

  • Navigate to the Menu
    • Click on Clients to perform a search based on the client information
    • Click on Patients to perform a search based on patient information

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The screen will change to one pictured below. If Patients was selected, you will see Patients in the upper left corner and the Add Patient button in the upper right.

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The Search By drop-down list provides specific fields associated with the client or patient depending on which search you selected. Selecting a specific field to search on will help speed up the search and returning the results. Below are images of the Search By drop-down lists from the Client search and the Patient search.

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Where it reads "Search Keyword", enter the search criteria in this field. Below are examples of how to use the different options:

  • Inactive
  • Starts With
  • Contains
  • Exact Match
  • Multiple Inputs

Searching for an Inactive Client/Patient

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.

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Searching for a Client using 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.

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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.

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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.

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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.

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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). 

 

Results Ranking: 

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.

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