Getting Started > Searching for Records

Using Find to Search for a Record

To find a record using the List menu or Power bar button:

1. From the List menu, select the menu item corresponding to the record type or select the Power bar button. The list window is displayed.

2. Select the search method from the Sort By section. See Record Search Methods for a list of search methods for each record type.

3. Type the search criteria in the Find field. The results of your search are displayed, and the matching record is highlighted.

4. The Find field recognizes information separated by a comma when searching by name.

Example:To search for a patient record by Social Security number, select S.S. No from the Sort By section, type the Social Security number in the Find field, and press Enter.

4. By default, the Active Only checkbox is selected, limiting your search to active records. To include inactive records in your search, deselect the Active Only checkbox.

4. To display the record, double-click it.

Related Topics

Changing Search Result Sort Order

Record Search Methods