How to Search for a Transaction in Tracker

This guide provides step-by-step instructions on how to search for a transaction in Tracker. By following these steps, users can easily locate specific transactions, saving time and improving efficiency in their workflow.

Chris Pentland
9 steps
51 seconds

Performing the Search

In the "Search" panel on the left, select what type of search you want to do from the drop down in "Look for".

In this example, we will do a "All Records Search". However, you can do a Patient Name search by entering the Patients last name, first name or if you have the patients MRN, you can search by that number.

Under "Application" choose the type of application you want to search in.

In this example, we will use "Fax - In".

Under "Limit to" choose the time line you want the search to cover.

In this example, we will use "Last Week".

Click "Search Records".

The results of the search will display and then you can use your column filters to further refine the results such as Patient Name, Added or MRN.

Your last five searches will be shown under "Saved Searches"

Tip! If the search result has a transaction that has been archived (text is a light blue color), you will need to unarchive the transactions to view it. Please see the tip "How to Archive and Restore Archived Transactions".[[\[https://scribehow.com/shared/How_to_Archive_and_Restore_Archived_Transactions_in_Vyne_Tracker__eWnuifPYTAOzP71L3lUg2Q]]\]