Support searching clients by email address and Client ID

Description

Proposal to implement the ability to search for clients using their email address and their unique Client ID in the Rehab Guru web app. This would allow practitioners to quickly locate a specific patient when they know an exact identifier, rather than relying only on name-based search.​

Problem to solve

  • Practitioners often have a client’s email address or system-generated Client ID

  • When many clients share similar names, name-only search makes it slow and error-prone to find the correct record.​

  • Being able to search by a precise identifier reduces the risk of opening or editing the wrong client.​

Requested behavior

  • Typing a full or partial email address in the client search field should return all matching client records.​

  • Typing a valid Client ID should return that specific client’s record.​

  • This should work consistently from the main Clients list .

Impact and value

  • Faster, more accurate client lookup, especially in large clinics or organisations with many similar client names.​

  • Better alignment with how practitioners work across multiple systems, where email and Client ID are standard identifiers.​

Additional context
This request originates from customer feedback where a user expected to be able to search by email address and Client ID when looking up patients.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

15 days ago

Author

Cloudia Rose Barr

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