Advanced Search Toggle

Advanced Search Toggle

The Advanced Search Toggle is a new feature developed to help Head Office users quickly locate staff members or clients across all branches. The toggle allows users to search by multiple identifiers, making it easier to find staff and clients across branches.

Keywords: advanced search, head office, staff search, client search, multi-branch, user profile, identifiers, search bar


Main Features

1. Search by Multiple Identifiers

The Advanced Search toggle, located to the right of the search bar, allows Head Office users to find staff or clients across all branches. You can search using the following identifiers:

  1. User ID
  2. First name
  3. Last name
  4. Nickname
  5. Phone number
  6. Employee number
  7. Care recipient ID
  8. Organisation global ID

In this example, the client’s user ID is entered in the search bar, and the client with the matching user ID, Lydia Alonzo, appears in the results.

2. Quick Profile Access in a New Tab

Selecting a user from the search results will automatically open their profile in a new browser tab. This makes it easy to view multiple profiles without manually opening new tabs.

3. Seamless Cross-Branch Searching

If you have staff accounts in multiple branches, turn on the Advanced Search toggle. This allows you to locate users regardless of their branch. The system will automatically select the corresponding branch, so you do not need to switch branches manually.

Notes
Note: Non-head office users will only see results for their assigned branch.

  1. Make sure you are logged in as a Head Office user.

  2. In the left navigation pane, locate the search bar.

  3. Turn on the Advanced Search toggle.

  4. Enter any of the supported identifiers to find the user you need.

  5. Click a user in the results to open their profile in a new browser tab.


The Advanced Search Toggle streamlines the process of locating staff and clients across all branches, saving time and enhancing workflow efficiency for Head Office users. For more information about this feature, please contact the CareVision Support Team.

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