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 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, home, or referral 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 last name
- Home Last Name Type all or part of a home’s last name (either parent – if different last names)
- – Current View – (only available if you have selected a view from the side menu) Search the contents of the records displayed on the screen
- Referrals Type all or part of a referral detail
- Cases Search for any information that is displayed on the main “Case Screen” including bio parent names, medications, rate, worker name, 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
- Homes Search for any information that is displayed on the main “Home Screen” including household member names, zip code, rate, worker name, etc.
- Home Activities Search the contents of case notes, including the contents of file attachments
- Home Reports Search the contents of documents, including the contents of file attachments
- Home People Search for household relationships found under the Home People Tab
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.