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Using Search

On the upper right side of most pages are a text field and buttons for performing searches as shown below.

	Quick search box
	Quick search button Use the quick search to find patients by entering the last and first initials of a patient's name.
	Advanced search button Use the advanced search to find patients by additional information.

Using the Quick Search box

Use the Quick Search box to search for the following:

• Patient ID - For example if patient ID is K9M7, Entering "K9M7", "k9", "M7", "9M", "9m" "k9m7", "k9M", or "9m7" will return the patient associated with the patient ID K9M7.

Note: All patients added before 7.4 Update 4 (October 4, 2017) will keep their old patient ID in the background indefinitely. It will not be visible in the software, but you can search for the patient using their old Patient HRID. For example, for patient SB000003, enter SB000003 in the search box. Please note that you now must enter all of the zeros in the old patient ID. You cannot just enter "SB03" as before.

• Patient's Initials - For example, for patient Amy Brown, enter "BA" or "ba" in the search box. (Make sure you put the initial for the last name first.)
• Patient’s first or last name - For example, for patient Harold Bishop, you can search for “Harold”, “Bishop”, “Har”, “Bis”, or Bish” etc. (You must enter at least three letters.)
• Full text search of patient record (word searches must be full word,for example, “vacation” not “vac”). Patient Notes are included in full-text searches. Product Notes are not included.

Note: Searches are NOT case sensitive. For example if you  input "sm", either "SM" or "sm" could be returned. For queries within the Patient HRID and the patient External Link ID databases, two characters followed by 1 to 6 digits will not be concatenated in the search . The two leading characters will be searched at the beginning of the string, and the subsequent digits will be searched at the end of the content of the field.

Search governed by any filters you've applied

Search results are returned on the tab you have open. Any filters (except the Task Owners filter) that you've selected on the Tasks or Patients tabs are used in conjunction with the search field. For example, if on the Tasks tab you have applied the filter Show Review Order Tasks and 20 patients were returned, and you then search for “wn” in the Patient ID field, only those 20 patients will be searched. Even if there is a patient record containing the initials “wn,” that record is not found if it is not one of the 20 review order tasks. The Task Owner filter is overwritten and disabled during any quick searches because SureSmile assumes that you want to search all tasks.

Tip: To quickly search of all your patients, go to the Patients tab and select the Show All filter.

To use the quick search from any page, follow these steps:

1. Type what you want to search for (patient ID, the patient's last and first initials, or a word or a phrase) in the quick search box in the upper-right corner of the screen. If you have used this term or a similar search term in the past, the term appears in a drop-down list as soon as you start typing, so you do not have to type the entire word.
2. Press the Enter key, or click the quick search button .

Result: Your search results appear in the currently selected tab. Select a different tab (Tasks or Patients) to see the results filtered according to the filter set for that tab.

Clear a Search

After you create a search, the quick search button changes as shown:

• The white number on the black background indicates the number of search parameters in the current search.
• If there is more than one search parameter, and you wish to view them, click Details.
• To clear all parameters from the search criteria, click Clear.
  Result: The search box is empty and you see only the magnifying glass and drop-down arrow.
  

Use Advanced Search

To use the advanced search

1. Click the down arrow next to the magnifying glass.

   Result: The Advanced Search window opens with the Diagnosis /Treatment tab displayed by default.

The Diagnosis/Treatment tab contains the same elements available on the Diagnosis & Treatment tab on the patient overview. Each category has a drop-down list from which you can make multiple selections. For example, if you choose to search for Diagnosis Class: Class I and Treatment Type: Extraction, the search returns only Class I cases with extractions. It does not return all Class I cases nor all cases with extractions.
Note: Your selections remain when you switch to a different tab.

2. Click the Demographics tab. Select one or more of the following criteria as needed:

1. • Referring Doctor
   • Gender
   • A range of age at bond date
   • A range of treatment time in months.

For example, you can search for patients with the following characteristics:

1. • Between 13 and 15 years of age at bonding, or
   • At least 13 years of age at bonding. (Leave second box blank.) and
   • In treatment for not more than 18 months. (Leave first box blank.)

3. Click Search at the bottom of the Advanced Search window.

   Result: Your search results are displayed in the tab from which you initiated the search.

   Note: Your search results are further reduced by any filter already set on the Tasks or Patient tab, unless there is a direct conflict between a filter set on these tabs and a filter set on the Advanced Search page. In this case, the filter set on the Advanced Search page overrides the filter set on the Tasks or Patients tab.

4. To reset the advanced search criteria, click Clear Filters at the bottom of the Advanced Search window.
5. Close the Advanced Search window by clicking the x in the upper-right corner.