Quick search
Jump to any patient, page or setting from anywhere in SmileLine with one shortcut.
Quick search is the fastest way to move around SmileLine. Open it from any page, type a few characters, and jump straight to a patient record, a page, a setting, a journey board or a saved view — or start creating a new patient or journey without hunting for the button.
Open quick search
- Press ⌘K (Mac) or Ctrl K (Windows), or
- Click Search at the top of the sidebar.
What it searches
| Group | What you get |
|---|---|
| Quick actions | New patient and New journey — selecting one opens the create dialog on the right page. |
| Pages | Every page in the app, including each report. |
| Settings | Every settings page, e.g. "Treatments" or "Team members". |
| Journey boards | Your boards — selecting one opens it on the Journeys page. |
| Saved views | Your saved patient views, applied on the Patients page. |
| Patients | Live results from your patient list. |
Results respect your role: pages, settings and actions you don't have access to never appear.
Finding patients
Patient results match on far more than the name. Type any part of a patient's:
- first, last or preferred name,
- email address,
- mobile or other phone number (digits only is fine —
7700 900works), - fiscal code,
- street address, city or postcode.
The top matches appear as you type, best match first. Select one to open the patient's record.
Typos are fine
Search is typo-tolerant end to end: pateints still finds the Patients page, and Jhonson still finds Mrs Johnson. You don't need to spell it right — a close attempt is enough.
Very short searches (one or two characters) only match exact fragments — typo tolerance kicks in from three characters, so a stray letter can't flood the list with noise.