Content
- Introduction
- Search with Search Box
- Search Shortcut
Introduction
This article is meant to assist you with searching in extendedReach. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.
Search with Search Box
Use the search box in the lower left corner of your Workspace, to quickly find case, referral, or report and activity information.
Image: Search Box
Type in the search box (as described below) and select from the drop-down menu (indicated in the following options), and then press “Go”:
Image: Search Box Options
- Case Last Name: Type all or part of a case’s last name
- Referral: Type all or part of a referral’s name
- Cases: Search for any information that is displayed on the main “Case Screen” including medications, rate, worker name, email, etc.
- Case Activities: Search the contents of case notes, including the contents of file attachments
- Case Reports: Search the contents of documents, including the contents of file attachments
Search Shortcut
To quickly find information within a list from a side-menu view, press “Ctrl+F” to open this search box, which will appear in the upper right-hand corner of the screen.
Image: Search Shortcut Hotkeys
Type in the box, all or a portion of the text for which you are searching.
Image: Search Shortcut Hotkeys
The optional results, within the listing, will be highlighted for your potential selection.