Performing Auxiliary Functions > Using the Roladdress

Viewing a Card in the Roladdress

To view a card in the Roladdress:

1. In the Search For section of the Roladdress window, select one of the following options:

2. PeoplePeople

   The People category includes the following criteria:
   

   • Patients

   • Responsible parties

   • Siblings

   • Staff

   • Doctors

   • Other referrals

   • Public (Individual)

   You can search people based on last name, first name, phone number, city, state, and zip code. You can search patients, responsible parties, or staff based on Social Security number.

   To search based on patient ID and model, select People > Patients.

   To search for public entries that were added as individuals, select People > Public (Individual).

3. BusinessesBusinesses

   The Businesses category includes the following criteria:

   • Insurance carriers

   • Employers

   • Public (Business)

   You can search businesses based on name, phone number, city, state, and zip code.

   To search for public entries that were added as businesses, select Businesses > Public (Business).

2. Select the types of accounts you want to include in your search. To select all account options, click Select All. To deselect all options, click Clear All.

3. You must select at least one option to perform a search.

TIP:TIP:To avoid having to scroll through a long list, deselect the account types you do not need.

3. Type the information of the individual or business for which you are searching in the appropriate field and click Search. The Roladdress window displays the results of your search, including the party type, name, address, home phone number, work phone number, e-mail or other phone number, and patient ID and DOB when applicable.

4. Search results include all values contained in the typed information. For example, performing a search based on typing "mit" in the Last Name field displays entries with the last names Mitchell, Smith, and Summit.

4. Select the name of the individual or business you want and click View, or double-click the selected name. The Roladdress Card window is displayed.

3. The information displayed can be edited if you have the appropriate security rights, or if the individual or business is in the Public section.

5. Click OK.

• To reset the Roladdress window, click Reset Search Options.

 

Related Topics

Using the Roladdress

Adding a Card to the Public Section

Editing and Removing Cards in the Public Section

Editing Cards in Other Sections

Printing Labels from the Roladdress