Search via know name and first name
When searching a patient which has a known name completely different to their first name you can only find them by their known name. For example - Patient James Smith goes by Jimmy and you can only find him if you search for Jimmy Smith yet all ACC data has James Smith info on it. Would be helpful if you could search by both.
Hi there
We are looking back at all Suggestions from previous years, as well as current Suggestions.
When searching a Client via the Client drop down search, the Client’s ‘known as’ name will show.
When searching via ‘Find Client’ under the ‘Client’ menu, both name and known as name can be searched.
If you have any queries in this area, please contact our Support team by Submitting a Ticket or by emailing support@gensolve.com.
Thank you.
Nikki
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Matthew Proctor commented
That searches only show preferred name, not legal name, makes it much more time consuming to find clients where they have a different preferred name. It's frustrating
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Lynley commented
You can - search using Ctrl F (Find Client) - that does bring up known as name as well as first name. It can also search for similar names such as Smith and Smythe
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Rebekah Alvey commented
Would be really helpful when using the search bar to be able to search for a client using their preferred name, otherwise its difficult to find them if we don't know their "known" name. Thank you
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Noeleen Gillum commented
To show first and second name on search as some patients go by second name