Searching for clients and patients
Use either the Client List or Patient List windows, or the Patient Search tool to find and manage specific clients and patients. These lists are accessible through corresponding ID fields in various Cornerstone windows. Alternatively, you can use the search tool to locate and select clients and patients within a single window, and then perform common tasks and functions.
Before you start
Security
- Client List
- Client Information
- Client List – Phone
- Patient List
- Patient Information
Client list search
Navigate to the client list using either:
- In a client ID field > F2 or double-click to open the Client List
- Toolbar > Client
- Enter search criteria in any of the available fields. Results will display as you type.
- Select/clear Include inactive, if needed. Inactive records display with an (I).
- Select a Sort by option, if needed.
- Search results meeting the criteria are presented in the list.
- Click phone icon to display all phone numbers.
- Click Clear to begin a new search.
- Click New to enter a new client record.
- Click Update to modify the selected client.
- Double-clicking a row will:
- Act as a Select when coming from another window, such as a new appointment or the Patient Clipboard.
- Act as Update when opening the list directly from the toolbar.
- Act as a Select when coming from another window, such as a new appointment or the Patient Clipboard.
Patient list search
Navigate to the patient list using either:
- In a patient ID field > F2 or double-click to open the Patient List
- Patient Clipboard > Patient Search
- Toolbar > Patient
- Enter search criteria in any of the available fields. Results will display as you type.
- Select/clear Include inactives/deceased, if needed. Inactive or deceased records display with an (I) or (D).
- Select a Sort by option, if needed.
- If the Display Owner Name check box is selected, in patient defaults, the client ID column does not display in the Patient List. The owner names display in alphabetical order for quick retrieval.
- If the Display Owner Name check box is selected, in patient defaults, the client ID column does not display in the Patient List. The owner names display in alphabetical order for quick retrieval.
- Select recently accessed records from either the ID or the Client ID field drop down. F2/double-click in the Client ID field for the full Client List.
- Search results meeting the criteria are presented in the list.
- Click the client icon to display client name, ID, and primary phone number.
- The ‘Double client’ icon indicates the row is a secondary name on the client record.
- The ‘Double client’ icon indicates the row is a secondary name on the client record.
- Click Clear to begin a new search.
- Click New to enter a new patient record.
- Click Update to modify the selected patient.
- Click the client icon to display client name, ID, and primary phone number.
- Double-clicking a row will:
- Act as a Select when coming from another window, such as a new appointment or the Patient Clipboard.
- Act as Update when opening the list directly from the toolbar
- Act as a Select when coming from another window, such as a new appointment or the Patient Clipboard.
Search clients and patients tool
Search for clients and patients within a single window using the Search Clients and Patients tool. From the search results (client and patient cards), right-click to quickly access common tasks and functions.
Examples: Information, Invoice, Estimate, Patient Clipboard, Medical Notes, Appointment Scheduler, and Client Account.
Navigate to Toolbar > Search Clients and Patients. 
- Select Client search or Patient search.
- Enter search criteria in any of the available fields. Results appear as you type.
- Select/clear Include inactive or Include inactives/deceased, if needed. Inactive and deceased records display with an (I) or (D).
- Select a Sort by option from the drop-down list, if needed.
- Search results meeting the criteria are presented as client and patient cards, displaying key information to identify the client and patient.
- Click information icons to display patient/client associations, phone numbers, and alerts.
- Right-click client and patient cards to:
- Access common tasks and functions, such as Invoice, Estimate, Patient Clipboard, Appointment Scheduler, etc.
- Update a client or patient by selecting Client Information or Patient Information, respectively.
- Click information icons to display patient/client associations, phone numbers, and alerts.
- Other available search tool functions:
- A Refresh: View current search results with any changes to the client/patient cards.
- B Clear All: Begin a new search.
- C New: Enter a new client or patient record.
- D Show Search or Hide Search: Display search fields or more cards.
Additional Information
General
- Sort selections are retained until changed. This applies to both Search Clients and Patients tool and Client or Patient list windows.
- Sort Selection also controls the default placement of the cursor when opening the window. Example: If sorting by vaccine tag, the cursor is in the vaccine tag field.
- The microchip ID column only displays when searching by microchip ID and displays instead of the vaccine tag.
- Client and Patient ID field drop-down lists, display the list of recently accessed records. The number of records displayed is based on client and patient defaults.
- The last accessed record displays when opening any of the search windows, based on the ‘use most recent’ client and patient default settings.
- Patient list details are based on patient defaults: Display breed, owner name; show trainer and barn.
- Clicking the client icon displays only owners with a percentage of ownership. Secondary names on client accounts display with the ‘double client’ icon.
Search tips
- Use % as a “search for word” term in client name, patient name, microchip, or tag fields. Example: %123 in a vaccine tag field returns all tags that contain 123 anywhere in the tag field. %Linda in client first name field returns all first names containing Linda, such as “Ken and Linda.”
- Search patient names with the first letters of client last name using a comma.
Example: Roxy, ca would return all patients named Roxy that are owned by clients whose last names start with ca. - Search patients by breed by using the Search Clients and Patients tool.
- Include inactives when searching, before adding a new client/patient to avoid duplicate records.
- Press F7 in any field to cycle backward through recently accessed clients/patients.
- Press F8 in any field to cycle forward through recently accessed clients/patients.
Search clients and patients tool
- Includes patient search by breed.
- Displays client street and email address to clearly identify the client
- View client and patient alerts by clicking the alert icon on a client or patient card.
- View a list of all client’s patients by clicking the patient icon on a client card.
- Clients designated as secondary names will be displayed with the double client icon on the patient card.
Related Reports
- Client Master report
- Client/Patient Master report
