Quick Patient Search
Jump to any patient in any binder with a keyboard shortcut
From anywhere in the app, you can instantly search for and jump to any patient — across all binders — without navigating back to the binder list.
Opening the Search
Press Cmd+K (Mac) or Ctrl+K (Windows) from any page. A search pop-up will appear in the center of the screen with the cursor ready for you to type.
You don't need to click anything — just press the shortcut and start typing.
Searching for a Patient
Start typing a patient's last name or first name. Results appear automatically after two characters. Each result shows:
- Patient name — with matching letters highlighted in bold
- Binder name — shown underneath so you know which payor they belong to
- Coverage note — when that binder's schedules don't cover today, e.g. Discharged Mar 14, 2026
The search matches from the beginning of the name. For example, typing "Da" finds "Davis" but not "Adams".
Patients in More Than One Binder
When someone has switched insurance they'll have a record in each binder, so the same name can appear more than once. The coverage note tells you which one to work in:
| What you see | What it means |
|---|---|
| Binder name on its own | Schedules cover today — this is the current binder |
| Discharged Mar 14, 2026 | Coverage in that binder ended on that date |
| Resumes Aug 1, 2026 | Coverage ended, but a later schedule picks back up |
| Starts Aug 1, 2026 | Coverage hasn't begun yet |
| No schedules | That record has no schedules on file |
The current binder is always listed first, so when a name appears twice the top row is the one to open.
Navigating Results
You can use either your keyboard or mouse:
| Action | Keyboard | Mouse |
|---|---|---|
| Move through results | Up/Down arrow keys | Hover over a result |
| Go to patient | Enter | Click the result |
| Close search | Esc | Click outside the pop-up |
Reopening the Search
When you press Cmd+K again, your previous search is still there — already highlighted so you can either:
- Start typing to replace it with a new search
- Press Delete to clear it
- Press Esc to close without searching
Quick Search is available on every page in the app. It's the fastest way to jump between patients when you know who you're looking for.