Search for Jobs and Customers

LabManager gives you a number of ways to locate a job, so we're going to try some of these now.

We can find a job using any of the main job details.

The main job details include job no, invoice no, customer name, customer ID, patient name/ref, or job status.

Search for a Job using the Job no

•	Clear the screen and click the "Job #" box

•	Type a known job number then press RETURN

The job appears on the screen and we can start working with it.

You may notice job numbers are preceded by the letter T, and it's possible to have other prefixes. When you create a new job by entering the job number yourself (rather than letting LabManager auto-assign a job number) you can choose a single letter prefix. Just enter it along with the job number you want to use. eg. A1234.

When you search for a job number without specifying the prefix, LabManager assumes you're looking for a T prefixed job.

You can use the same method for searching by customer name and customer account number by moving the 'focus' to the corresponding box and typing. Give these a go now. If you get stuck just clear the form.

Search for a Job using the Invoice Number

This uses the same box as the Job #

•	Clear the screen and click the "Job #" box

•	Type a known invoice number, including the INV prefix. eg. INV192595 then press RETURN.

If the job with this invoice number exists it will appear on the Main Form and you can print a copy of the job invoice, or void the invoice then edit or delete the job. See Edit or Delete a Job

If a job doesn't exist with this invoice number you'll be prompted to search again.

Search for a Job by Patient Search

•	Click on the Patient search button on the toolbar, or select Patient Search from the Job menu.

You'll notice at the top of the Patient Search window you're informed that you're searching by "Patient name or reference". In the "Contains" box you can type some or all of the patient name or their reference number

•	Type in part of a surname, then click Search. We're going to search for "Nicholls" in our example.

You'll be presented with a list of all patients in the database with that surname (there may be quite a few!). Right click on any job and choose View to see a preview of that job. Using the Space Bar is quicker.

If you think you've found the correct job, click it and choose Select, or just double click on it.

You can narrow down the search by only looking for patients of the current customer.

Search using the Jobs Selection List

•	Click Jobs on the toolbar, or choose "Select..." from the Job menu.

•	You can choose any of the methods in the Search drop-down box for finding a job.

•	For this example, choose "Jobs by Reference" from the Search drop-down box, enter "demo" in the Contains box and click Search.

Give this a try now - the screenshot below should help you.

As well as allowing you to search by reference or patient name, the jobs list will also let you search for all jobs in a particular state. Don't worry about all the available job states for now.

Search for a Customer by Name

So what if you just want to check a particular customer's details, or look through their job history?

Clear the Main Form then type in the first part of a customer's name and press RETURN.

The Customers search window will show you who fits the bill.

Select a customer or type in another search.

Search by Customer ID

If we know the customer ID, it's a really quick way to retrieve a customer.

Clear the Main Form then type a customer ID into the Customer box and press RETURN.

Notice that LabManager displays the customer ID in brackets after the customer name.

The customer ID is also shown at the top of the Edit Customer window.

You can choose your own customer ID when creating a new customer, but you cannot change it for existing customers.

At any time you have a customer showing on the Main Form you can see the Customer Details. Choose Customer menu > Edit from the menu bar or double click the customer address area.