What Universal Search searches today
Patient records: search by partial owner or animal name, or by identifier (microchip, insurance, or tag number). Exact identifier matches appear at the top of results.
Chart documents: search by a phrase or term that appears in a chart title. Search currently matches only the chart title, not the content inside the document.
Practice Library: search by document name and filter by category or date created.
Invoices: search by invoice number, account ID, or phone number.
Accounts: search by account name, phone number, or account ID.
Coming in future releases: financial records, inventory, scheduling, and smarter, meaning-based search.
Note: As of September 2, 2026, Universal Search is on by default for all users. See How to Use Universal Search for a comprehensive guide on this feature.
How Universal Search compares to the Patient Search
Universal Search is the new one-box experience: it searches across patients and chart documents and returns a single ranked list. It also lets you navigate to any page and take quick actions directly from results.
Patient Search/Lookup was the familiar patient-only lookup tool. This has been retired as of September 2, 2026.
Good to know
Recent changes appear within a few minutes. A record you edit is searchable shortly after saving—a very recent change may take a moment to show up.
Advanced search isn't supported yet. Boolean operators (AND, OR) aren't available at this time. Type the name, identifier, or phrase, and use the available filters to narrow results.
Frequently asked questions
Can I search across all of my locations at once?
Yes. Results include all of your practice's locations. Additionally, the Patients search results can be filtered by location.
Will a record I just edited show up in search right away?
It will be searchable within a few minutes. A very recent change may take a moment to appear.
Still need help?
Contact support via live chat or email [email protected]