Entering Search Criteria

Prerequisites: You must have the 'Allow User to access Search Page' function enabled for your role.

To use the Search page:

  1. Click the Search button in the navigation toolbar to display the Search Page.
  2. Search Field– the field is used to perform simple, saved, basic and advanced searches.
  3. Content Filter – search for files, important files, confidential files, alerts folders or physicians.
  4. Module – searches are performed on specified modules. Criteria options in the additional search fields change based on the module selected.
  5. More Options – show additional search options, i.e., Saved Searches, Field Search (additional fields), Advanced Search
  6. Saved Searches – lists all search criteria that have been saved. To display this, click More options.
  7. Additional fields – search for files using criteria in any of the additional fields. To display this section, click More options.
  8. Advanced Search – displays the Expression Editor to allow for more complex searches. See Executing an Advanced Search.
  9. Action buttons:
    1. Close – closes the section that appear with the More Options button
    2. Clear – clears all search fields
    3. Save – saves current search criteria for reuse. See Saving Search Criteria.
    4. Prerequisites: You must have the 'Manage Saved Searches' function enabled for your role.
    5. Search – executes the search query based on all criteria entered.