It would be beneficial to search by first name and home phone from the person picklist.
The ability to search by first name or by phone number (from caller ID) would be a tremendous help in patient communication.
Just a note on this:
While, at the moment it may not be possible to sort and search by phone on the main person picklist, either via the phone or list>people, it is possible to download the Custom Name Search expert, which does allow for one to search using phone number and address.
To do this, go to Experts > PracticeWorks Expert Exchange. this may require level 10 access depending on the office set up. under the Downloads tab (default) look for the second PW support option and expand it. Under here look for Custom Name Search. Check the Box for it, then UNCHECK the "Download to tutorial database" option at the bottom right, then click Download. Go through the acceptance boxes to complete download and installation.
Once installed, to use, go to Experts > Contact Experts > User Defines > Custom Name search. If it ask you to generate a new expert go ahead and say yes. This way it'll include any new patients entered since the last time the expert was ran.
To search by the other columns, click the button at the top of the column to sort and this will activate the sort method for that information.
Thanks Johnathan! Good instruction.
Thank you for the good information! I'll definitely follow the directions for this Contact Expert.
I follow your guidance to insert the "cell phone no" by adding a column for it. But when click the top of either "Home phone No" or "Cell phone No", I cannot type anything in "Find". The only way to do search is "scroll down" the long list.
Sometimes we need to find out who the caller of the missed call is. Please help.
When you added the column for the cell phone, did you select the sort method as wither ascending or descending? Those will allow that column to be selected to activate the search.
Though, I'm my own experience sometimes, especially with number based columns, if it doesn't work on one method it will on the other. So it might be worth a try switching which method is selected.
Thanks, Johnathan. So do you mean I have to browse through the whole list either ascendingly or descendingly? Can't you just type the phone# to find the people?
it should allow you to search by typing the number. try using both the number pad and the number row. IF the number pad doesn't work but the number row does, make sure the Num lock is enabled.
However, it should allow you to type in the numbers in either ascending or descending, but sometimes it seems to only want to work in one or the other, and never consistent to which one. I'd edit the column and switch which sort it's using if needed, then try to search by typing the numbers, as long as the cell phone column is selected at the top of the search window.
Hi, Johnathan, I still can't do it. Could have someone to remote access mine and find out why? Thanks in advance.
Sure, I'd be glad to connect in and take a look at it to see if we can get it to work for you. When would be the best time for you?
How about the first thing in the tomorrow morning?Let me know what time? earlier the better. I wake up early.
I get freaked out to download anything from the Exchange, especially with the warning we get before proceeding. Do you use this often? I don't want to corrupt our system.
Good morning Helen (helenmac)
The expert exchange is a great place to get reports that have been custom built by us here at Carestream for the PracticeWorks software. As long as you download from the PW Support section (second one) there isn't a chance of it causing any harm to your data. Realistically, if you had access to the other options, they should not cause harm either. Those generally are for other offices who've created their own and uploaded them, which usually only they will have access to anyway.
The warning in place is simply there to let the users know that these are not pre-built reports that come inside of PracticeWorks and the potential of it causing issues is only possible if for some reason the expert wasn't compete, or has variables used in it that are somehow not in your version, which is extremely rare and would only happen if your software already has something wrong in it anyway.
Some experts only work in certain versions, and it will let you know that it won't install on your current version if that is the case. Otherwise, you're more then welcome to download and use them as you please, even to tweak them if you take the time to learn how to. You can also ask one of us in support to make minor tweaks to them as well.
If you're just waning to see what an expert does though you can leave the box checked at the bottom right to allow it to install to the Tutorial database, this will make it so it will only install to the tutorial data and you can then open the tutorial copy of PracticeWorks and try it out there before downloading and installing to the live database, by unchecking the box to download to the tutorial.
I hope this helps ease that unease. You're also welcome to call and we can help walk through finding, downloading, and using any expert you might need. A few of use even have the knowledge and experience to create brand new experts, as long as the internal variables we have access to will allow it.
Thank you so much! I know another office I worked for used the Experts all the time and were very helpful. I just haven't been able to create our own to duplicate what they had. This helps a lot!
I have never worked with a practice management software that did not allow a search by first name, it was very hard for me to get used to. Last names can be difficult to understand or spell sometimes, it would be much easier to look by first name. Also, it can be embarrassing when a patient we know well calls or stops by and we have to ask them for their last name or how to spell it because we can't think of it. And there are MANY times one of us thinks of a patient but cannot quite remember their name. "You know the guy, I think his name is John, tall, dark hair, works construction, likes cars?" or "What's Christina Smith's new last name? I need to call her but I can't find her". These conversations happens quite often.
That is quite understandable Rita, which is why the Custom Name Search Expert was created and made available for everyone to download and use within PracticeWorks. I posted the steps to download and use it above, but if you have any questions please let me know
We often use both of the custom experts for searching by name and number....although the number one doesn't always work.
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