Global Search Bar

The Global Search Bar feature is designed to provide a seamless and comprehensive search experience within the Kipu CRM. With the Global Search Bar, users can effortlessly search through a multitude of data points across the entire system. Whether you are looking for patient details, patient contacts, referral sources, or referral source contacts, our advanced search capabilities make it easier than ever to locate the exact records you need.

Searchable Parameters

Category	Search Parameters
Prospects/Patients	Patient Full Name
	Patient Phone Numbers
	Patient Addresses
	Patient DOB
	Patient Classification
	Patient Tags
	Patient MR Numbers
	Patient Email
	Patient Contact Full Name
	Patient Contact Address City
	Patient Contact Address State/Province
	Patient Contact Email
	Patient Contact Phone Numbers
	Patient Contact Phone Type

Category	Search Parameters
Referral Sources (RS)
	RS Organization Name
	RS Organization Type
	RS Phone Numbers
	RS Phone Type
	RS Genres of Care
	RS Types of Care Provided
	RS Contact Role
	RS In-Network Insurances Accepted
	RS Classification
	RS Tags
	RS Preferred
	RS Address Line 1
	RS Address Line 2
	RS Address City
	RS Address State / Province
	RS Address Country
	RS Email Address
	RS Contact Full Name
	RS Contact Source Type
	RS Contact Professional Designation
	RS Contact Phone Numbers
	RS Contact Tags

Important
The Global Search feature currently supports command line searching to better filter results. This type of search is only available for Organization Name at this time. To use this search function, simply type "-on" and type your desired organization name. This will ensure only relevant referral source results appear.