Set Up Search Options

Use your Fast Find properties to select the data fields ViewPoint will use to search for patient folders and other records, and choose how to display the resulting records list. You may change the settings at any time without affecting any other workstation.

How to Get Here

• Open the Fast Find window > Properties.

  (You can open the Fast Find window by pressing Ctrl-O, or choosing Open Patient from the ViewPoint main menu, ViewPoint toolbar, or ViewPoint Shortcut menu.)

   

  Select Open Patient from the Daily Activities menu:

  

  Or, select Open Patient from the ViewPoint toolbar:

  

  Or, select Folder then Open from the ViewPoint shortcut menu.

  

  Then, click Properties from the Fast Find window:

  

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• The Fast Find window also opens when you initiate certain ViewPoint features, such as posting transactions or scheduling an appointment. You can then open the Properties settings.

Choose Your Settings

• Fields to search - Open the Fields to Search tab, and select which patient folder fields to use as search criteria: Any other data is ignored. Note that the more search fields you enable, the slower the search can become. If you are having difficulty locating a patient, you can enable additional search fields as needed.

  Note that you can choose to enable / disable searching by address, phone number, and contact details (phone numbers and email addresses saved in the Contact field of the patient folder) in the Responsible Party tab only, the Patient tab only, or both. Since you can always search by patient name, those fields are not available for you to disable.

  You can quickly select / deselect all search fields with the Select All / Clear All buttons, and reset the fields to the default ViewPoint settings by clicking Default Fields.

   

  

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• Status filter - Enable the Status Filter option, then select the patient statuses to include in your searches: Patients in any other status will be ignored. This feature is particularly useful for speeding up the search process when you have a large database of patients with a status such as Dismissed.

  You can use the Select All button to select all status descriptions.

   

  

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• General settings - Use the General tab of your Fast Find properties to set up additional searching options.

   

  

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  • Include search field columns in display - Enable this option to include all of your search fields in the list of matching records. Otherwise, Fast Find will display only general identification data.

  • Alternate display row colors - Enable this option to alternate the rows of your Fast Find results list between two colors to help distinguish patient data.

  • Include as match if contains search string - Enable this option if you want Fast Find to consider a patient as a match if your text appears anywhere within the patient name. For example, if you search for the characters DON both the patients James Donaldson and James Macdonald will be matches. Disable this option if you want Fast Find to consider a patient a match only if your text matches from the beginning of the patient name.

  • Last name, first name search delimiter - Enter a character, usually a period, to distinguish between the last name and the first name when searching for a patient folder. Then, when you search with a patient name, you can use the delimiter to tell Fast Find whether you are searching for a last name (by placing the delimiter after your search string, i.e. Jones. ), a first name (by placing the delimiter before your search string, i.e. .Pam ), or both (by placing the delimiter between the last name and first name , i.e. Jones.Pam ).

• Temporary settings - Click Temporary to save your settings for this searching job only. Once you have exited Fast Find, your Fast Find properties will revert to your saved settings.

• Save your settings - Click Ok to save any changes to your user options and exit the window.

• Patient Set Up
  • Alerts Table
  • Alert Types Table
  • Appliance & Destination Tables
  • Contact Category Table
  • Custom Response Lists
  • Database Defaults
  • Dentist Table
  • Employer Table
  • Form Email Options
  • Notepad Tab Captions
  • Patient Folder Captions
  • Patient Folder Defaults
  • Professional Types Table
  • Professionals Table
  • Referrer Table
  • Search Options
  • School Table
  • Status Table
  • User Defined Fields Table
  • Zip Code Table

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