Working with Clients Listing and Finding Client Records
| Article Index |
|---|
| Client Screen - List / Find Client Records |
| The Add Button |
| Query / Extended Search |
| Name SmartFill |
| Search Results |
| Client List |
| All Pages |
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Client Screen - Listing and Finding Client Records
From the client or patient Work Area, you can search for individual client or patient records that match certain variables by pressing Ctrl-F from either screen.
Enter basic details about the Client or Patient to search.
How to Use the Search
- It is common to search by Client Name, Patient Name or combinations of both. When using Client Name you will be assisted by SmartFill. This lists names matching your search.
- You can also search by Microchip number.
- Phone is a useful search field if the client is not sure what name their patient is under. The number must be formatted correctly, so to reduce mistakes, try typing in just the last 4 digits of the number.
- Client No searches are useful when payments arrive by mail. The payment slip will show the client number.
- You can make use of more than one field in your search to narrow down the results list. The Tab key will allow you to move between fields.
Looking for other fields that aren’t as common?
You can search for unusual or custom fields by clicking on the QUERY button. For more information see 'Query or Extended Search' from the article index to the right.
List All Clients Button
List all clients for the current clinic.
