How to search for clients and contacts - Context Free

Client and contacts can be searched for in 3 main locations

Context Free Search Tool

This is the easiest and quickest way to search for clients.  On the right side of the tool bar there is an area for "context free search"

In this area simply enter the clients name and search results show in a small window to the right.  Click on the name and navigate to that client window

Context Free Search works for a many types of information.  You can search for:

  • Visit ID
  • Client name or ID
  • Patient name or ID
  • Phone number
  • Bill Code
  • Inventory Item
  • Invoice Number
  • Billing Template
  • Visit Discharge Date
  • Visit Admit Date
  • Rxs
  • Rx Dispense Date
  • Invoice Date
  • Patient Deceased Date