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• To Search for an existing Patient, Business or Transaction within the system, open MediBooks on the Customer Tab and select [Customer Search].


• In the bottom, left corner of the screen, you have the option to search by Customer, Transaction, or Other. Searching2.png

• Select whether you would like to search for a Customer, Transaction or Other, enter the details in the search boxes provided, and click [Search for Matches].


• You can use partial names in searches. For example, if you searched for “Su Jo”, you would achieve a list of results including names such as “Sue Jones” and “Susan Jobson”.

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