Proposed Changes to Search Function

Discussion created by jeffrey.urkevich on Sep 21, 2016
Latest reply on Jun 5, 2017 by mdunham

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!