You can search for clients and patients using the 'super search' field in the top menu bar of the Provet Cloud view or the search options in the Clients & Patients view. The text searches in Provet Cloud look for words that begin with the characters you type in the search field. The word can be located anywhere in a multi-word result, for example, 'Callie Coleman', 'Colin Durgherty', 'AQUAVAC RELERA VET concentrate suspension 1000ml'.
The 'super search' field is always available and can be used to search for various data in the system regardless of which page you are currently on. When you click in the super search field, the available filters appear below the field, including Clients and Patients. Type your search text in the field and select the filter(s) you want to use. If you do not select any filters, the search looks through all the areas of the system.
- Clients: Finds the clients that have the search text in the name, email address, or phone number.
- Patients: Finds the patients that have the search text in the name or Patient ID.
Depending on your organisation's settings, the last filter is either This department or All departments:
- When This department is selected, the search looks for matches only in the currently selected department. You can see your currently selected department in the top left corner of the Provet Cloud view. When the filter is not selected, the search looks for matches in all departments.
- When All departments is selected, the search looks for matches in all departments. When the filter is not selected, the search looks for matches only in the currently selected department.
To clear one filter, click it again. To reset all selected filters, select X.
Note that the super search results limit is 80. If your search returns more results, all results are not shown. In this case, try to refine your search to limit the number of search results or use the client and patient search.
Clients & Patients Search
In the Clients & Patients view, you can make a basic search by client or patient name or ID or select the Extended search check box for more search options. Using the extended search options, you can search with additional information and limit your search results further, for example, search for cat owners whose last name is Jones. The search results are listed below the extended search options list.
The different tabs on the client and patient page also include page-specific search options and filters.