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Advanced Search Tips

Updated over a week ago

Typing a question mark (?) into the search box or selecting the 'i Search Tips' button reveals tips for advanced searches in PracSuite.

  • To search for a client name, preferred name or surname just start typing.

  • To search for a specific surname and first or preferred name use a comma between search fields as follows: surname, first or preferred name

  • To search for a client file number, phone number or DOB just type your search as follows: 2/11/1975 or 83612666

For advanced search, start your search with the following descriptors, including the colon:

Using Client as your descriptor

CLI: general client search

CLIS: client last name

CLIN: client first name

CLIP: client preferred name

CLIA: client address

CLIPH: client phone

CLIE: client email

CLIDOB: client date of birth

CLIF: client file number

CLIMEDI: patient Medicare no.

CLIDVA: patient DVA no.

CLAIMNO: client's account claim number

CLIID: client's account client ID

NDIS: client's NDIS number

REF: Referrer

ORG: Organisation

PAY: Payer

MAR: Marketing Source

SP: Supplier

INV: Invoice

QUO: Quote

STA: Statement

Using Patient as your descriptor

PAT: general patient search

PATS: patient last name

PATN: patient first name

PATP: patient preferred name

PATA: patient address

PATPH: patient phone

PATE: patient email

PATDOB: patient date of birth

PATF: patient file number

PATMEDI: patient Medicare no.

PATDVA: patient DVA no.

CLAIMNO: patient account claim number

CLIID: patient account client ID

NDIS: patient NDIS number

REF: Referrer

ORG: Organisation

PAY: Payer

MAR: Marketing Source

SP: Supplier

INV: Invoice

QUO: Quote

STA: Statement

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