Wildlife Rehabilitation MD Help

Navigating Records from Different Years

There will be times when you need to look up records from a previous year.  There are three easy ways to navigate records from different years.

 Adjust the Account Year:

Step 1.

From the Dashboard screen, go to the lower let-hand corner to the Years in Account box.Screen Shot change year

Step 2.

There is a drop down menu where you can select alter the year. Choose the year you would like to view and click the Change Year button.

Screen Shot change year

Step 3. Screen Shot viewing different year

An alert banner will appear at the top of the Dashboard stating that you are no longer viewing records from the current year.

 

Use the Blank Field:

Step 1.

At the top of any screen go to the blank field between the navigation buttons (First, Back, Next, Last).

Screen Shot change year 2

Step 2.

Type the last two digits of the year, a dash and the first record number. This will bring up the records for the desired year, starting with the first one. You can now choose any case number within that year.

For Example: Enter 15-1 into the blank field (as seen in the image above). You will now be viewing the first patient of the year 2015. If you would also like to also view patient 175 from the year 2015, you can now input just 175 into the blank field. 

Step 3.

The year-change verification banner will appear at the top of the page.

Quick Search for Another Year:

Step 1. Screen Shot change year quick search

From any screen, go to the Quick Search field located in the top left corner.

Step 2.

Type the last two digits of the year, a dash, and then the first record number.

Example type in: 14-1 then hit enter This will bring up the records for 2014, starting with the first one. If you would also like to view patient 690 from 2014, you can now input just 690 into the Quick Search Field. 

Step 3.

The year-change verification banner will appear at the top of the page.