Content

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 Topics or your can Contact Support.

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 Last Name
    Type all or part of a referral’s last name
  • Cases
    Search for any information that is displayed on the main “Case Screen” including 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

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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