Search Conditions

Search Conditions are criteria that you specify to limit the number of records displayed in the Search list.  For example, you can set up conditions to display only the Referral Source Codes having a Specialty Code of "CAR" (for Cardiology).

Warning:  Your search conditions are temporary.  They remain in force for the session, but the conditions are automatically erased when you exit INSight.

Directions:

To see instructions for...

• Opening the Search Conditions Window, click More.

   

   

  1.  Start a Search routine.

  2.  Click the Options menu from the Search window Menu Bar.

  3.  Click Condition.

  4.  Or, use the keyboard shortcut:  [ALT] [o] [c].

   

• Entering Search Conditions, click More.

   

  1.  Click a field name in the drop-down list in the left field.

  2.  Click a search condition in the drop-down list in the middle field.

  3.  Enter the criteria in the right field.

  4.  Click the OK button.

  5.  Click the REFRESH button at the Search window.

  IMPORTANT: You must click REFRESH at the Search window for the Search list to reflect your new or changed search criteria.

   

  Example:  In the following example, the search list will display only the records for Referral Source Codes with a Specialty Code equal to "CAR".

  

  Tips:

  • You can enter up to three conditions.  The Search routine interprets the conditions using AND logic, which means all of the conditions must be met for the record to appear in the search list.

  • When entering criteria for numeric fields, follow the Data Validation format rules for numeric entry, which are described in Data Entry Guidelines.

  • For convenience, some files combine field-pairs into a single entity.  For example you may see the fields for LastName and FirstName combined into a field called LastName.FirstName.  You can define the search condition for the combined field.

   

• Removing a Search Condition, click More.

   

  1.  Click the blank area at the top of the drop-down list in the left field.

  2.  Click the blank area at the top of the drop-down list in the middle field.

  3.  Delete the criteria in the right field.