cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Canine II

Patient search by phone number

Hello,

Is there a way to search for patients by home or cell phone numbers?

Thank you!

Labels (1)
5 Replies
Highlighted
Canine II

Re: Patient search by phone number

Patients can be searched by Phone or Mobile number through a query, but few more clicks will be required.

1 - First create the relevant query via Query Wizard

syedali_0-1594972932914.png

 

Following are the steps to create the query.

 After selecting the "Query Wizard" button

1 Select "New Query" 

2 Click on "Start", Select Patients and click "NEXT" button

3 Select criteria and select the first option "that have certain [attributes]

4 Click on "Specify Attributes" button

5 Select "Mobile Number" or "Email" or any other appropriate field from left side (Mobile Number will be under "Address" section"

6 CheckBox under "Ask" should be filled and leave other areas as the default.

7 Press OK ... Finish... Save As New... give the name eg; "a-SearchByMobileNumber" ('a' will list the query on the top)

Close the Query screen

syedali_1-1594973636469.png

 

Now query should be saved and will be accessible from "Query in Operation"

syedali_2-1594973697220.png

 

syedali_3-1594973758533.png

 

0 Kudos
Reply
Highlighted
Canine II

Re: Patient search by phone number

Apologies, these steps are applicable for R4+ users only. 

0 Kudos
Reply
Highlighted
Premolar III

Re: Patient search by phone number

I run the alphabetical patient report every once and awhile and saved it to an excel file. I can then use that file to search for phone numbers.

Highlighted
Premolar III

Re: Patient search by phone number

I believe an "easier" way would be to use the "user-selected" patient reports.  Set up one by clicking the box for phone number, put that number in, save report as "patient phone number", and then run.  Next time you need to search, just enter the new number, save and run.  Hint:  it's best to run on the server, if possible, as some practice's patient data can be quite large, so if running on a workstation, it may take a while.

Highlighted
Premolar III

Re: Patient search by phone number

I agree that searching for the patient by phone number within SoftDent would be ideal, but running that report is slooooooooooow. I just print to Excel every now and then (once month, maybe), and not only is it very quick to search that file, I don't have to go to the server to do it.

Until the Patient List allows us to search by phone number, I'll be sticking with Excel.