Advanced Search For Specific Referrals

Learn how to search within your referral inbox.

Jeff Doleweerd avatar
Written by Jeff Doleweerd
Updated over a week ago

Referral inboxes can get, well, full of referrals. Finding a specific one quickly can be important, for example, when a client calls wanting a reminder when their appointment time is.

Start by navigating to Referrals in the top menu, displaying the Inbox tab. 

  1. Select the search box located at the top right. 

  2. Search by entering the data you are looking for (such as registrant initials EK, or a phone number 4165555555) and then select from the populated search criteria (such as: Recipient (To), Sender (From), Registrant Initials, Registrant Identifier, Reference #, Service, Organization, Birthdate, Registrant Phone Number, and Alternate Contact Phone Number) to indicate which field of data you're looking for. You are also able to hit the enter button after entering the data you're looking for which will display a drop-down of the criteria you can search for.

  3. The Referral Inbox will display all the referrals that match your search query. From here, you can easily access the referral you need.

Pro Tip: If you start typing letters, you'll only see search criteria for fields like name, to see numeric search fields (such as Date of Birth, or Phone Number), start your search with a number.

Note: Only people with permissions to view Personal Health Information (PHI) can see the registrant's full name. Others only see the registrant’s initials. You can also search the Outbox in the exact same manner.

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