No.2 - Searching Your Data - Consultation Manager Training Video

Introduction

This tutorial provides a comprehensive guide on how to effectively search your data using the Consultation Manager platform. Whether you're looking for specific records or need to filter through large datasets, this guide will help you navigate the searching features of your Consultation Manager account efficiently.

Step 1: Access Your Consultation Manager Account

• Open your web browser and navigate to the Consultation Manager login page.
• Enter your credentials (username and password) to log into your account.
• Familiarize yourself with the dashboard where you will find various options, including the search feature.

Step 2: Locate the Search Function

• On your dashboard, look for the search bar, usually positioned at the top of the screen.
• This is your primary tool for searching through data in your Consultation Manager account.

Step 3: Enter Search Criteria

• Click on the search bar to activate it.
• You can input various types of search queries such as:
  • Names of clients or patients
  • Dates of consultations
  • Specific keywords related to the data you need

Tips for Effective Searching

• Be as specific as possible with your search terms to narrow down results.
• Use quotation marks to search for exact phrases (e.g., “John Doe”).
• Consider using filters if available, to refine your search results based on categories or date ranges.

Step 4: Review Search Results

• After entering your search criteria, press Enter or click the search icon.
• Review the list of results displayed. Each entry will typically show relevant information such as:
  • Client names
  • Dates of consultations
  • Status of records

Common Pitfalls to Avoid

• Ensure there are no typos in your search terms; even a small error can lead to no results.
• If you receive too many results, refine your search criteria further.

Step 5: Access Detailed Information

• Click on any entry from the search results to view more detailed information about that record.
• Utilize this information to gather insights or to take necessary actions related to the consultation.

Conclusion

Searching your data in Consultation Manager is straightforward once you know where to look and how to use the search functionality effectively. Remember to be specific in your search terms, utilize available filters, and double-check for any errors to get the best results. If you have further questions or need assistance, consider checking self-help articles or reaching out to the support team at support@consultationmanager.com. Happy searching!