Introduction
The global search function, located in the top right corner of the system, allows users to quickly and efficiently search for specific patients or reservations. This tool provides immediate access to data without the need to manually navigate through different menus. The feature supports two main search types that query different databases.
Main Content
Starting a Search
To access the search bar, click the magnifying glass icon in the top right corner of the screen. Upon clicking, the system offers two options:
Search for patient
Search for reservation
Search for Patient
When selecting the "Search for patient" option:
Enter the name of the patient in the field.
Press the Enter key.
The system automatically redirects the user to the patient database.
The list will display results matching the search criteria (if any matches are found).
Search for Reservation
When selecting the "Search for reservation" option:
Enter the name or data you are looking for.
The system redirects to an interface similar to the Statistics module.
The search runs through the entire database, including past and future reservations.
Managing Results (Reservations)
The view for reservation results matches the functionalities of the statistics module:
View Details: Rows can be expanded to view detailed data.
Customize Columns: You can select which data columns should appear in the table.
Export: The results list can be downloaded in Excel format.
Tips
Tip: The reservation search function searches not only current appointments but also past and future ones based on statistical data.
Tip: If there are multiple people with similar names in the patient database, the system will list all matches, making it easy to select the correct person.
Summary
The search is accessible via the magnifying glass icon in the top right corner.
Two modes are available: Patient-based or Reservation-based search.
Patient search redirects to the patient database; reservation search redirects to the statistics view.
Reservation search results can be exported to Excel and customized.
FAQ
What time period does the reservation search cover?
What time period does the reservation search cover?
The reservation search examines all data recorded in the system, including past and future reservations.
Can search results be exported?
Can search results be exported?
Yes, in the reservation search view, the results list can be exported to Excel format, similar to the statistics menu.
What should I do if I cannot find a patient?
What should I do if I cannot find a patient?
Check the spelling of the name or try searching for a part of the name. If still not found, ensure you have selected the correct search type (Patient vs. Reservation).