Patient Search (client)
How to get here
From the Tools menu, choose Patient Search.. (CTRL-P), or click the 
Tool bar icon
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Quick Reference
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Search (selector) |
Choose a search method |
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Search Button |
Invoke search for given criteria |
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Preferences for this window |
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Help |
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For |
Optional filter |
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Results list window |
Lists results for the current Search. Right click for Options |
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Options |
Options menu (Select / Print this list) |
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Select |
Select current selected Patient Job onto Main Form |
Search (selector)
Search Method. These are customisable and the initial choice can also be configured in Settings.
Patient Name..
Patient Ref..
For
Optional search filter.
If you leave this box blank and click Search, then all the result list will be all the records based on the Selected search method.
If you enter some text in the For filter then click Search, then the result list will be those which match the Selected search method, and agree with the For filter.
By convention unless method name states otherwise, the search is 'begins with'. For example if you choose 'Patient name', and type in 'SMI' into the filter, then the search will list all patients whose's surname or firstname begins with 'SMI'. The search uses advanced search rules, so you can type in the patient name into the FOR filter several ways and T7 will still try to find your results list. By the way, capitalisation is not significant.
Examples for search method Patient Name..
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FOR FILTER |
RESULTS
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SMI J or J SMI |
SMITH,J SMITH,JOHN SMITHERS,JA SMITHSON,JOHN SMITTINGS,JAK
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SMITH JOHN or JOHN SMITH
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SMITH,JOHN SMITHSON,JOHN
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S JOHN or JOHN S |
SANDERSON,JOHN SITTWELL,JOHN SMITH,JOHN SMITHSON,JOHN
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S J or J S |
JAMESON,S JONES,SIMON SANDERSON,JOHN SITTWELL,JK SMITH,JOHN SMITHERS,JA SMITHSON,JOHN SMITTINGS,JAK
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Search Button
Invoke search for given criteria. Clicking the Search button without a filter will result in all records being listed for the given Search method.
Preferences icon
Settings for this dialog window.
Help icon
Link to this Help topic. Welcome!
Results list window
Initially when you enter this dialog, this list will be pre-populated with the results for the Initial Search method, as if you had left the 'For' filter blank and clicked Search. The Initial search method can be set in Preferences.
If you change the Search method, or type into the 'For' filter, the list will clear. Click Search to refresh the results.
You can right click any listed rows to invoke the Options menu. This is the same as highlighting a row, then clicking the Options button.
Options
A sub-set of menu choices for appropriate actions Select / Print this list, save to CSV file.
Select
Select the currently highlighted customer onto the Main Form. This will only be enabled if the action is valid for the current state of the Job or Invoice on the Main Form. If the Job 'won't select' then try closing the search window and deal with the job on the Main Form then choose Clear Form before returning back to the Search. If you want to keep the current form as it is, then simply Open Up another Main Form (CTRL-O).