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Searching Clinical Records

To enable you to run reports based on work entered on the clinical screen new options have been added to handle this:

Count (Clinical) Used on the Printout Selection screen, this will give you a count of the number of lines the search criteria matched.
A count will also be given on the summary page of the overall totals.
Date (Clinical) Used on the Printout Selection screen, this will give the date of the last transaction that matched the search criteria.
Clinical Text Used on the Printout Selection screen, this will give the text of the last transaction that matched the search criteria.
(Note: There is no point in selecting any of the above if you are not searching the clinical records.)
Clinical Records Used on the Search Selection screen to select matches based on information appearing on the clinical records. See following table for options

Clinical Search Options
Start Date The first date to be included in the search.
End Date The last date to be included.
Analysis Code If the specified analysis code(s) appeared
Text
AND Text
AND Text
The options are for searching in text, remember to include the 'contains' keyword ($) otherwise the match will be based on a match at the beginning of the line.
  Details entered on each line will be matched against EACH clinical line. If details are entered on multiple lines then ALL must occur before a match is successful e.g.
 
Text
AND
$Drontal,$Program
Blank
This will match any animal that contains either Drontal OR Program
Text
AND
$Drontal
$Program
This will match any animal that contains Drontal AND program.
Fees The Fees amount of a line
Drugs The Drugs amount of a line
Line Balance The total (inc VAT) of the line
You can use all the Report Generator meta characters on the above lines. The only option that works differently is the ! (NOT).

Normally an ! anywhere on the line will indicate a NOT match, however, with the clinical record search, if the ! appears as the 1st character of the line then this will apply to ALL the clinical records e.g.

Text $Program,^!$Tabs This will match all LINES where Program occurs but NOT Tabs.
Text !$Program This will match only if Program does NOT appear anywhere within ALL the clinical records.

You can make use of this by using the 'Read from file' option within the report generator. For example, you may want a list of all clients who have had a 'Dental' but have NOT bought a toothbrush.

  Step 1) Setup a search for 'Dental' Run the report - Use Disk -> Record as the output
  Step 2) Setup a search for NOT (!) toothbrush, do not include any other criteria.
  Run the report, leave the start number blank and enter when asked the name used for the earlier report.
This will generate the final report.

There are a couple of things to note:

Count
The count shown will be that of lines matched, if you have multiple search criteria then the count will be that of ALL the criteria that matched. This option is only really of use on simple matches.
Abort once Found
The abort once found option will cause the search to stop as soon as all the criteria have been matched. If you are using either the count or displaying the clinical text then the results may be misleading.
However, the report will run quicker.


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