This article explains how to search for clients and patients using the search options in Clients & Patients page. You can perform basic and extended searches to find client and patient information.
In the Clients & Patients view, you can make a basic search by client or patient name or ID in the top search field or select the Extended search check box for more search options. The search results are listed below the extended search options list.
Using the extended search options, you can search with additional information and limit your search results further, for example, search for cat owners whose last name is Jones. When the Enable patient addresses setting is enabled in the clinic location settings, you can use the Street address field to search by the patient’s address. This may include a location such as a stable or yard, which is particularly useful in production animal and equine clinics where patients are often located at a different address than the client.
You can combine filter options to find the client or patient you are looking for. In the extended search section, you will find the following search filters to narrow down your search:
Phone number
ID number (identification number for the client).
Customer number (client number).
Last name
Street address
Post code
City
Organisation name
Stable/Yard Name
Old client ID (if saved from example. Legacy system).
Species
Breed
Date of birth range min and Date of birth range max (Filter for patients born within a specific time frame).
Microchip
Additional identification (Patient field).
Passport number
Patient ID
Old patient ID (if saved from example. Legacy system).
Register number (Client field).
Patient register number
Unique farm code
Holding place number
Individual animal code
Blood group
Remarks
Critical notes
Diagnosis
Diagnosis category or diagnosis type
Clinic location of last consultation (if multi-location Cloud is used).
Home clinic location (if multi-location Cloud is used).
Consultation start date and Consultation end date (Filter for patients that had consultations on a specific date or in a specific time frame).
Item subgroup
Item
Registration date min and registration date max (Filter for a date when a patient was registered in Provet or within a specific time frame).
Field not empty (excludes clients or patients with an empty field for the chosen parameters).
Tags
Last activity date min and last activity date max (filter by the date of the latest item purchase, invoice or consultation).
Referring organisation
Referring veterinarian
Veterinarian or other responsible staff as responsible nurses or surgeons.
Reason for visit
Reason type
You can also filter by custom client fields.
Using Extended Search for Data Collection
You can use the Extended search to collect specific information, like running a report. By combining the various search filters, you can gather the data you need about clients, patients, or both. For example, you can find all clients or patients that share the same tag. After sorting or filtering the Extended search results, you can export them to an XLS file for analysis.