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