About record search
ezyVet has a full search system that you can use to quickly and easily find records (for example, patients, clients, and invoices).
Each primary record type has a related search interface. For example, the Patients primary tab has a search interface to find patient records. And the Contacts primary tab has a search interface to find many types of contact records. The search interface usually shows in the left sidebar.
To find records with the search interface, you can use many different types of record information. For example, to find a patient you can use information that includes species, microchip number, and owner name.
- The total number of records of a record search
- The number of records shown on the page
Search tabs
The search interface of most primary record types has a set of tabs. Each tab only shows records that have a specified condition. For example, the NRB tab of invoice record search only shows invoices that have the not-ready-for-billing condition. The I/A tab only shows disabled records. And the All tab shows all records.
The global search tool
The global search tool is a method that you can use to quickly and easily find records and related information. The global search tool is available in all ezyVet screens. It uses a standard set of data for search input.
- Contact record names
- Patient names
- Breed names
- Phone numbers
- Email addresses
- Rabies numbers
- Microchip numbers
- Clinical record codes
When you select a search result, ezyVet opens the record in a new record tab.
Find specified records
The search interface of each primary record type is a good general method to quickly and easily find records. But to do a search for specified records, it is best to use ezyVet's Records dashboard tab.