Searching

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
  • Home Last Name: Type all or part of a home’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
  • Homes: Search for any information that is displayed on the main “Home Screen” including address, phone number, email, etc.
  • Home Activities: Search the contents of home notes, including the contents of file attachments
  • Home Reports: Search the contents of home documents, including the contents of file attachments
  • Home People: Type in the name of a home relationship 

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.

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