From the search bar, you can:
To start, select the search bar. You will know it is active and ready for typing when the magnifying glass turns yellow.
From here, you can type the client, patient, and product you need. Hit "enter" between each to select and never take your fingers off the keyboard!
You can also use the search bar to look at a client record or product details. Use the Advanced Search by selecting "Client" or "Product" to ensure the best results.
Once you've typed your query, hit "Enter" on your keyboard or select "View All" to see the full list of results.
When searching for a client, only active clients will appear. If you'd like to view inactive clients as well, simply select the toggle to "Show Inactive Clients." The system will remember your preference the next time you search.