Use search and shortcuts

Before you start

• Sign in to Clinizy Care first.
• Have a patient’s name, phone number or UHID ready.

Steps

1. 1

   Press Ctrl+K (⌘K on a Mac), or press the search bar at the top. On a phone, press the search icon.

   

2. 2

   Type at least two letters of a name, the first digits of a phone number, or a full UHID like P-00123.

   Tip:Phone numbers match from the first digit. A UHID needs the whole code, starting with P-.

3. 3

   Start a task by typing bill, queue, book or rx before the patient’s name, then press Enter on the result.

   

   Tip:Each task shows only when your role can do it and your plan includes it.

4. 4

   Type a page name, such as billing, to jump to it. Matching help guides show up too.

5. 5

   Use the up and down arrow keys to move, Enter to open a result and Esc to close.

6. 6

   Press ? to see every keyboard shortcut. You can also open Help and support and choose Keyboard shortcuts.

   

   Tip:The ? key works when you are not typing in a box.

7. 7

   Use F2 for a new OPD visit, F3 for a new bill, and / to jump to the search box on a page.

   Careful:F2 and F3 work only for roles that can add visits or bills.

If something goes wrong