The Global Search Bar is found at the top left of your CareStack screen and is used to search for any patient record at any of your practice's locations. The Search Bar is available on every screen. You can view the patient’s photo, which helps simplify your search.
Note: Below, you will find placeholder profiles featuring dummy text, pictures and address information. This showcases how they appear within the Global Search feature and patient profiles. |
Watch this video for a comprehensive walkthrough.
To Find a Patient:
- Type in the patient's name.
- Click the patient’s name to open the Patient Overview.
- Use one of the Quick Links to quickly access a specific section of the patient's records.
| Note: You can also search by Patient ID, Date of Birth, or typing a portion of the First and Last Name (separated by a comma). |
Quick Links Accessible via the Global Search Bar
- Add Appointment: Clicking this shortcut will take you to the Scheduler with your patient selected, making scheduling quick and easy.
- Add Clipboard: Clicking this opens the clipboard slide-out, where you can input the necessary appointment information and save it to the clipboard.
- Overview: As the name suggests, this shortcut takes you to the patient's overview page. You can also click anywhere else in the search result (besides one of the other quick links) and CareStack will take you to their overview page just the same.
- Overview: This directs you to the patient's overview page. Clicking anywhere else on the search result, apart from the other quick links, will also take you to this page.
- Payment: This link opens the patient's payment slider where you can view open balances, unapplied credits, or reverse and refund transactions as needed.
- Forms: This link will allow you to access the patient's medical history records or start a new one.
- Documents: View or print any of the patient's saved documents, including forms, letters, or any other documents you have saved here.
- Chart: Use the link for quick access to the patient's dental chart.
- Tx Plan: This link will take you to the patient's advanced planner for visual treatment planning.
- Perio: Use the link for access to the patient's perio chart.
- Ledger: This link will be used for a look into the patient's financial records such as payments made, claims that were sent out, and statements that have been generated.
- Appointments: View current, past, and future appointments.
- Claims: Opens the patient's claims page, where you can view all past and current claims, and generate, close, or reopen them as needed.
- Insurance: Use the link to access any information relevant to the patient's current or previous insurance plans.
Additional Functions
- Use the option 'Include inactive patients' on the search bar to include in your search any patient profiles that have been marked as 'inactive'.
- Select the All Patients Page button on the search bar to see the list of all the patients in the PMS.
- Click the Search Bar to see recently viewed patients
That is all about the Global Search Bar. Practices can use this simple guide to utilize the search bar efficiently.