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FormerPLM
Premolar III

Proposed Changes to Search Function

Good morning Community,

We are working on modernizing the account/patient search capability in SoftDent.  I'd love to get your feedback on these proposed changes.  These changes would add a search by DOB, as well as eliminate the radio buttons for sorting (Name, ID, Chart Number, SSN, First Name).  The single search dialog box would find all matches for the information entered. Matches will be highlighted in the results.  More details on the behavior below.  

Question:  is there value in having DOB search at the Account level?  

Thank you!

Anon
Not applicable

What about search by email? That's not something I hear often but probably would make sense?

We are looking into this again for a future release!

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Is it just me?  Or did the request for this enhancement come in over 3.5 years ago?

You are correct that this has been requested since at least 2016, if not earlier. As far as I know, we still cannot search using the DOB.

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TosaDen8937
Canine II

I am the Senior Business Manager for a dental practice, and I can certainly say that having the option to search for a patient by DOB would greatly improve efficiency for the entire office. The option for using a report to narrow patients down by DOB is not practical at all, not when you're needing to search for a patient quickly and in real time, and that has been the only "work around"-way to narrow patients down by DOB that I have found. Being in a large and diverse metropolitan area, as well as working closely and often with different insurance companies customer service reps, we run into many accents that can be difficult to understand the pronunciation of a name, so having the ability to search for a patient by DOB would be fantastic for our team and practice! It has been two and a half to three years since I saw the first post on this site about this issue...is CS Dental any closer to adding a DOB search option??? Having worked with other dental and medical software programs that do indeed have the option to search by DOB, I know that it is absolutely possible and feasible, I am hoping CS Dental can update this so that we do not have another reason to switch to using a different software program in the future.  

@Anon adding you to this conversation as well. 

mdunham
First Molar I

Wow!  this will be wonderful!

Anon
Not applicable

Yes, that would be a great help! jeffrey.urkevich

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rhanes
Canine II

One feature I miss, before Softdent 15, when you went into the schedule through the patient info, whenever you would make an appointment it would automatically bring up that patient's name.  Now it will only do that once if the patient does not have an appointment, then you have to type in to search for the patient each time. This can be frustrating when scheduling a number of appointments for the same patient.  Even worse, when you try to search by name and type in the patients' name, John Johnson (yes we have a patient named John Johnson, and Ed Edwards!).  It can't seem to find him, because of the John in Johnson, so you have to scroll through all the Johnsons.  That is a common name and can take extra time. Or also, when you type in the patients' name it will mix it up with the street names, so instead of finding my patient it will find someone who lives on the street with that patients' name.  It would be nice if you could select how to search for patient, first and last name, birth date, phone number, address, social security number. Instead of having it just searching everything at the same time.  It would also be nice to see that older feature back that would carry the patients' who I've entered the schedule through, so when I'm checking out 'John Smith' who needs 6 appointments I'm not searching for him 5 times more than I used to have to find him.

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lhopkins
Canine II

There are times it would be helpful to search by date of birth, such as multiple patient's with the same or common name.  

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mbrown
Premolar I

Search by DOB is an excellent idea.  Is it possible to display the preferred contact number, instead of static work, home, or cell number?

Softdent version 17.1.1

Hi Melva,

Possibly, we're looking into it.  Thanks for your feedback!

Jeff

lauram
Canine II

Please do not take away the first name function or the SS# function.  I use these  all the time.  If I can remember a person's first name but not the last name I can remember who it is by looking at the list by first name. We also use the SS# look up when we have an ID # on an EOB but the name is different for some reason. This allows us to find the patient that we are looking for.

I can see value in the DOB search in the account level if you are trying to find somebody and their name has changed and you know their date of birth.

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Hi Laura,

We're not going to take away any functionality.  The single search box will be used to find patients by all the options you have today and hopefully by DOB too.

Thanks for your feedback!

Jeff

doctom4300
Premolar III

I would like to be able to search by phone number. Often, it's very difficult to understand our voice mail messages, but the automated system clearly tells us the phone number that was used to leave the message. I currently do this by occasionally printing the patient list (including phone numbers, of course) to Excel, and then I can search that Excel file.

Also, in the screen shot shown in the original post, I see the work phone number displayed. I would definitely prefer the cell phone number be displayed.

You can currently search by phone number in the search field on the top right in the scheduler (I have version 116.1.1).

I agree it would be helpful in the account/patient lists, too.

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We have version 14.2.8. Does that search feature exist in version 14? If so, where can I find it?

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Brenda - We have version 16.1.1.   Here is a screen shot - the search is in the upper right corner and I can search by first name, last name, DOB, address, or phone number.  

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Thanks for the screen shot, Carrie. It looks like that feature does not exist in the version we have. Some day we'll get to version 16.

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Wow, Carrie! That's such a cool feature!  We have Softdent 16.2.4 and it doesn't do search by phone number.

Softdent version 17.1.1
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I can't believe they took that feature away!  I have the update to 16.2.4 sitting on my desk but maybe I won't use it!