Use the search bar
Find patients, leads, appointments and invoices from any page without leaving your work.
Table of Contents
The search bar sits at the top of every page. Click it or press ⌘K (Ctrl K on Windows) and start typing.
What it finds
Patients, by name, email or other contact details.
Leads anywhere in your pipelines.
Appointments, upcoming or past.
Invoices, by number.
Setup pages, so you can jump to a setting by typing its name.
Narrow the results
Use the tabs in the panel to limit results to one type. Your recent items appear before you type, so the person you just opened is one click away.
Need to combine a surname with a date of birth? Use Advanced search at the bottom right of the panel.
Up next
Next, read Use advanced search.