Instruction

Clients can be searched from two locations in Provet Cloud:

1. Using the super search field
2. Using the client & patient database

Searching using the super search

The super search field is constantly displayed within the header bar of Provet Cloud. The super search function allows a user to search only for client records, but also for patient records as well as items from your item list. To refine search results displayed, you can select the 'clients' filter to include only client related results, and exclude other result types.

Clients can be searched for based on name, client ID, or phone number in full format (e.g. +17198208308).

Searching using the client & patient database

The client and patient database can be accessed by selecting the second icon within the left navigation menu. This section allows for more detailed client searches to be performed. You can perform a basic client search by name, but by selecting the 'extended search' checkbox, you are able to display additional search options.

The extended search parameters allow you to search based on advanced information or if you would like to further refine search results. Client lists can be generated based upon group criteria search information entered. For example, if the canine dog species is selected as the search criteria, the search results would display a list of canine owners.