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
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.
Using the ADD Button
Clicking on the ADD button in the search window will allow you to add a new client and patient, or just a new patient.
Selecting to add a new patient will add that patient to the currently active client record.
Adding a Patient and/or Client
Query or Extended Search
While the Finddialog does restrict the number of fields you can search under, the program itself allows you to search under any field.
Do this by using the Query Search or Extended Search option.
This feature allows you to search under any client or patient field at all, including custom fields, categories and other specialised fields on the Client or Patients Screens.
To run a Query Search
Searching with Custom Fields
The Search Results Window
When the search details match multiple records they will be listed in the ‘Search Results’ dialog.
You can select from this list by double clicking on a record or use the
keyboard arrow keys to highlight the record then press Enter.
Listing Patients and Visits
You can bring up a complete list of patients (and their visits) belonging to the active client.
Using the List Button
When in a Patients’ Work Area, Select the List button on the “toolbar”.
This will bring up a list of clients, with the headings the same as those shown below.
List Window Features
The Patient List Window has many features to enhance your work-flow.
Filter by Patient
Filter the patient list by patient name. Enter the patient name into the Filter text box.
Patient Name, Sex
Quick reference for the selected Patient. navigate to the patient record by clicking the green arrow.
The Patient List
The Patient List Window displays all patients owned by the active client. Select a patient from the list to view their details.
View a list of referral patients for the current client (if applicable).
Patient Location History
View the location history of a patient. Details must first be entered by using the LOCATION button from the “toolbar”.
View a summary of the client details for listed patients.
View the summary of a patient’s details.
View a summary of a patient’s health care details. For example Vaccinations, Exams, Recalls etc.
View a list of the selected patient’s visits. Navigate to the visit by mousing over the listing and then selecting the green arrow that appears next to it.
Click on the listing, but over the Doctor Name or Visit date to stay in the Patient List Window and view a quick reference summary of the visit. (see below)
If selecting a listed visit from the Visit Summary section, the quick reference details in relation to that visit will show here. Navigate to the visit record by clicking on the Green arrow.
Next Appointment Details
View the details of the selected patient’s next appointment.
If there is no appointment scheduled, the message will reflect this.