Searching

Content

  • Introduction
  • Search with Search Box
  • Search Shortcut

Introduction

This article is meant to assist you with searching in extendedReach. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com. 

Search with Search Box

Use the search box in the lower left corner of your Workspace, to quickly find case, home, or referral information.

Image: Search Box

Type in the search box (as described below) and select from the drop-down menu (indicated in the following options), and then press “Go”:

Image: Search Box Options

  • Case Last Name
    Type all or part of a case last name
  • Home Last Name
    Type all or part of a home’s last name (either parent – if different last names)
  • – Current View – (only available if you have selected a view from the side menu) 
    Search the contents of the records displayed on the screen
  • Referrals
    Type all or part of a referral detail
  • Cases
    Search for any information that is displayed on the main “Case Screen” including bio parent names, medications, rate, worker name, etc.
  • Case Activities
    Search the contents of case notes, including the contents of file attachments
  • Case Reports
    Search the contents of documents, including the contents of file attachments
  • Homes
    Search for any information that is displayed on the main “Home Screen” including household member names, zip code, rate, worker name, etc.
  • Home Activities
    Search the contents of case notes, including the contents of file attachments
  • Home Reports
    Search the contents of documents, including the contents of file attachments
  • Home People
    Search for household relationships found under the Home People Tab

Search Shortcut

To quickly find information within a list from a side-menu view, press “Ctrl+F” to open this search box, which will appear in the upper right-hand corner of the screen.

Image: Search Shortcut Hotkeys

Type in the box, all or a portion of the text for which you are searching.

Image: Search Shortcut Hotkeys

The optional results, within the listing, will be highlighted for your potential selection.

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