Our office has several locations. We need to have our staff search all patient records, regardless of the patient’s Home Office. How do we default our patient search to search all our office locations?

The ability to allow the patient search to only the assigned office or all offices can be made effective based on the user settings or office settings: 

• Click the word “Setup” and “Security”
• Select the “Users” option from the drop-down list
• Select the User and click the Login Info Tab
• Click the Edit Button
• Update the Patient Access Level Field to “Search Patient in all offices” or “Search Patient in this office only”
• Save

OR 

• Click the word "Setup" and "Offices" 
• Select the "Office Setup" option from the drop-down list 
• Select the Office 
• Click the Edit Button 
• Select the Advanced Tab 
• Place a check-mark in the "Search Patients in All Offices" field
• Save