Client or Patient Search
Search for a client or patient in the Global Navigation search field by name, phone number, client ID, or patient ID.
Search results populate in the drop-down menu. Select your desired client or patient to open their profile.
If your organization has multiple locations, you can toggle on Show current location only to see search results for only:
clients who have your location set as their Primary Location
patients with previous activity (encounters, invoices, etc.) at your location
Vetspire Recommends
Search by the client’s phone number to narrow your search results.
Troubleshooting Tips for Client or Patient Search
Patient co-owners are not searchable.
When you search for a patient record by Patient ID and the incorrect patient returns in the search results, this is likely because the Patient ID is very similar to another client’s phone number. (Example: Patient ID is 123456789, and a different client’s phone number is (512) 345-6789.) We recommend searching by the correct client’s phone number in this scenario.