Search

Click File from the Menu Bar, and then click Search.*
Keyboard shortcut: [ALT] [f] [r]
Or, click Search on the INSight Toolbar.*
Or, click Search next to a data field (where available).
Keyboard shortcut: [CTRL + f]
Or, click Search in a window (where available).
Keyboard shortcut: [ALT + r]

*Note: Use one of the first two methods to open the Classic or Semantic Patient Search.

Tip: During a Classic Search, you may be prompted to refresh the Search list the first time you perform a Search during the current session (for a specific type of record). You must confirm that you want to refresh (or build) the Search list. For subsequent searches of the same type, you will not see the prompt, however you can choose to refresh the Search list at the Search window.

Example:

Refresh Search List?
	To build the Search list, click OK. Keyboard shortcut: [ALT + o] or [ENTER] Tip: You can press [ENTER] instead of the keyboard shortcut, if the button is in focus (outlined).
	To cancel the Search routine and return to the original window, click Cancel. Keyboard shortcut: [ALT + c]

Non-Patient Searches:

In the Search window, click the Options menu.
To change from the Classic Search to the Semantic Search, click Semantic Search.

Or to change from the Semantic Search to the Classic Search, click Classic Search.

Note: Only one of the above options is displayed at a time.
If you want this setting to be permanent (until you change it again):

Click the File menu.
Click Save Preferences.

Close the Search window.
Start the Search again. The version of Search you specified now appears in the Search window.

Patient Search:

To change to the Semantic Search or to the Classic Search:

1. Click the following sequence:
File from the Menu Bar; Settings; Client Options; Preferences.
Keyboard shortcut: [ALT] [f] [e] [c] [p].

2. Click the Application Preferences tab.

3. At Search Method:

Select Enhanced to change to the Semantic Patient Search.

Or, select Classic to change to the Classic Patient Search.

4. Click OK .

Classic - Basic Search Functions
Function	Description
Active Field	The Active Field name appears in a raised box in the upper left corner of the Search window. Example: Code is the Active Field. Tips: The Active Field is used by the Search functions for Sort, Select, Properties, and View Record Values. To change the Active Field name, use Sort.
	Use Select to quickly navigate to a record and then to automatically return the selected record values to the original file maintenance window. Tip: Select only applies to the Active Field currently displayed. To select a record for maintenance, use one of the following methods: To highlight the record you want, enter a full or partial field value in the Select field. Next click the Select button. Keyboard shortcuts: [ALT + t] or [ENTER] Example: Or, scroll through the list and double-click anywhere in the record you want. Tip: To simply highlight the record, single-click.
Sort	To sort the Search list by a specific field, click the field name at the heading of the appropriate column. To change the sort to ascending or descending sequence: Click the ascending button . Or, click the descending button . Tip: Sorting a field causes it to become the Active Field, which is displayed in the upper left corner of the Search window.
Print	To print the Search list as it currently appears in the window, click the File menu, and then click Print. Keyboard shortcut: [ALT] [f] [p] Caution: Depending on the size of the file, the report can be quite lengthy. You can limit the records by setting Search conditions.
	You can refresh the Search list to display recent file maintenance changes or to activate new Search conditions. To rebuild the Search list, click Refresh. Keyboard shortcut: [ALT + e]
Exit	To close the Search window, use one of the following methods: Press [ESC]. Or, press the keyboard shortcut [CTRL + x]. Or, click the File menu and then click Exit. Keyboard shortcut: [ALT] [f] [x] Or, click Close for the window.

Semantic - Basic Search Functions
Function	Description
Search By	Click the name of the field in the drop-down list that you want to use for the Search. For example, in the Patient Search you can select Last Name, Patient Employer, etc. to search by. Tip: Most searches only allow you to search by a single field. For example, in the Employer/Lawyer search, you can only search by the Employer Name.
Search Value	The Search displays one or more Search Value fields, determined by the Search By option you specified. When you enter a full or partial value for the search, the Search list displays all records matching the Search Value. Note: You must enter at least one character in the Search Value. You can not search by blank or any wild card to display all records. If you leave the Search Value blank, you will see the following message: Tip: You can enter a single letter in the Search Value. For example, to see all names starting with "H", simply enter H.
	You can refresh the Search list to display recent file maintenance changes or to activate new Search conditions. To rebuild the Search list, click Refresh. Keyboard shortcut: [ALT + e]
	To start the Search, click Search or press [ENTER]. Keyboard shortcut: [ALT + r]
	To cancel a Search that is in progress, click Cancel or press [ENTER] if the button is in focus. Keyboard shortcut: [ALT + c] Tip: Some of the Searches run so quickly, that you may not even see the Cancel button appear during the Search.
	To clear the Search Values and Search List so you can start over, click Reset or press [ENTER] if the button is in focus. Keyboard shortcut: [ALT + t]
Sort	To sort the Search list by a specific field: Click in the Select field above the Search list. Example: To move the Select field above the column that you want to sort, click the Left Arrow or Right Arrow keys on your keyboard. The column under the Select field sorts automatically. Tip: To change the sort to ascending or descending sequence: Click the ascending button . Or, click the descending button .
Type-Ahead	Use the Type-Ahead feature to refine your search and quickly select the desired patient. To refine a search: 1. Move the Type-Ahead field above the column that you want to refine by clicking the Left Arrow or Right Arrow keys on your keyboard. The column below the Type-Ahead field sorts automatically. For example, if you want to see all employers in the City of Portland, first move the Type-Ahead field above the City column. 2. Enter a full or partial search value in the Type-Ahead field. The Search list repositions to the records matching the value and displays a colored border around the matching records. Example: In the above example, the yellow border brings attention to the records with City values that start with P.
Select	To automatically return the values for a selected record to the original file maintenance window: 1. Locate the correct record using the Refine feature or by scrolling. 2. Double-click the desired record in the Search list.
Print	To print the Search list as it currently appears in the window: 1. Click the File menu. Keyboard shortcut: [ALT] [f] Or, during a Semantic Patient Search, right-click anywhere in the Search window to display the Semantic Search Shortcut Menu. 2. Click Print. Caution: Depending on the size of the file, the report can be quite lengthy. You can limit the records by setting Search conditions.
Exit	To close the Search window, use one of the following methods: Press [ESC]. Or, click the File menu and then click Exit. Keyboard shortcut: [ALT] [f] [x] Or, click Close for the window.

Classic & Semantic - Advanced Search Functions Tip: Most advanced functions are available on menus in both the Classic and Semantic Searches. Although, there are no menus available during the Semantic Patient Search, you can access the advanced functions by displaying the Semantic Search Shortcut Menu.
Function	Description
Displayed Fields	To choose which fields display in the Search list columns: 1. Classic: Click the Fields menu and you will see a list of available fields in the top portion of the menu. Keyboard shortcut: [ALT] [i] Semantic: Right-click anywhere in the Search window to display the Semantic Search Shortcut Menu. 2. Select or de-select the fields as follows: a. To display the field in the Search list, click the field name so a check mark appears. b. To omit a field from the Search list, click the field to clear the check mark. 3. To rebuild the Search list with the new fields, click Set View. Tips: To lock in the displayed fields, use Save Preferences. To reset the displayed fields to the program defaults, click Reset View.
Save Preferences	To lock in your search settings (for the displayed fields and column size): 1. Classic: Click the File menu. Keyboard shortcut: [ALT] [f] Semantic: Right-click anywhere in the Search window to display the Semantic Search Shortcut Menu. 2. Click Save Preferences. Tips: Saved preferences apply only to your User ID. Saved preferences endure until the next save, even if you exit and re-enter the module. Saved preferences do not include the Active Field for sorting, moved column locations, or Search conditions. To reset the settings to the program defaults, click Reset View.
Set View	To activate any changes to the displayed fields and column widths: 1. Classic: Click the Fields menu. Keyboard shortcut: [ALT] [i] Semantic: Right-click anywhere in the Search window to display the Semantic Search Shortcut Menu. 2. Click Set View.
Reset View	To change the displayed fields and column widths to the default program settings: 1. Classic: Click the Fields menu. Keyboard shortcut: [ALT] [i] Semantic: Right-click anywhere in the Search window to display the Semantic Search Shortcut Menu. 2. Click Reset View.
Conditions	For more information about entering criteria to limit the records displayed in the Search list, see Search Conditions. To open the Search Conditions window, click the Options menu, and then click Conditions. Keyboard shortcut: [ALT] [o] [c] Tip: Search Conditions are not available in the Semantic Patient Search. However, Search Conditions are available within other Semantic Searches at the Options menu.
Resize Columns	To change the width of a column, use one of the following methods: To resize a column to any width, drag the left or right border of the column heading to widen or narrow the column. To automatically resize all columns so that the entire heading and field contents are visible (without truncation of any of the values): 1. Point anywhere in the Search list. 2. Click the right mouse button to display the shortcut menu. 3. Click Set Column Size. Tip: To lock in the new column sizes, use Save Preferences.
Move Columns	To move a column, drag the column heading to the left or to the right of another column. Tip: Moving columns is available only in the Classic Search.
View Record Values	View Record Values can help identify fields containing invalid data. NOTE: View Record Values may not be available.
Properties	The Properties command is available on the shortcut menu (mouse right-click) for the window. Note: This feature is for use by NDS Technical Support.