Use advanced search
Combine several details to find the right patient or lead when a name alone is not enough.
When two people share a name, search on more than one detail. Open the search bar and click Advanced search at the bottom right of the panel.
Run the search
Choose the Clients or Leads tab.
Fill in what you know, such as First name, Last name, Email, Date of birth, Phone, Mobile, Post code, City or Client ID. On the Clients tab you can also use an invoice number.
Fields you marked as important appear below the standard ones.
Tick Show inactive clients to include deactivated patients.
Click Search.
How matching works
A record must match everything you enter. Names, contact details and text fields match part of a value, so "Smi" finds "Smith". IDs, invoice numbers, dates of birth and dropdown answers must match exactly.
Clear all empties the form. Back to basic search returns to the normal panel.
Up next
Next, read Find inactive patients.