Overview
Global Search is an AI-powered feature located in the application header that allows you to quickly find and access key records across the system from one place.
With Global Search, you can:
- Search across multiple record types in one place
Find Patients, Appointments, Invoices, Serial Numbers, and more using a single search bar. - Open records instantly
Select a result to navigate directly to the corresponding record. - View connected information
Related records (for example, a device and its invoice) are grouped together for easier navigation. - Search with minimal input
Results begin to appear after entering just three characters. - See only relevant results
Results are automatically filtered based on your user role and location permissions. -
Use keyboard shortcuts
- Open search: Ctrl + F
- Close search: Esc
Searchable data
Global Search includes the following entities:
- Leads and Patients
- Appointments
- Quotes and Trials
- Invoices (including Fast Track), Delivery Notes, and Credit Notes
- Serial Numbers
You can search using:
- Names
- Document numbers
- Serial numbers
- Contact details
- Other relevant identifiers
Search results display key details such as name, date, status, and location, and allow direct access to the record.
How to use Global Search
- Click the search icon
in the application header or use the hotkey combination Ctrl + F.
- In the search bar, start typing a name, number, or identifier.
- Results will appear automatically as you type.
By default, all matching records are shown (the All filter is applied).
Filtering results
To refine your search results, select one of the available filters to focus on a specific type of record:
- Patient
- Sale
- Product
- Appointment
Opening a record
Click on any search result to open the corresponding record in its relevant module.
NOTES:
- Search results depend on your user role and location permissions.
- Some records (such as deleted or cancelled appointments) may be excluded from search results where applicable.