User Guide
Patient search
The quickest way to an account is the search box in the header. It matches patient names and account numbers as you type. ArkCloud Rehab has its own header search for the clinical caseload: press Ctrl+K or / on any Rehab screen and type at least two characters of a name or MRN.
Written for: Collectors and billing staff · Supervisors
The header search
- Click the search box in the header ("Search patients, accounts, phone..."), or press Ctrl+K / Cmd+K.
- Type at least two characters. Results appear after a short pause.
- Click a result to open the account. Esc closes the list.
| Field or control | What it means |
|---|---|
| Patient name | First, last or full name. Partial and case-insensitive. |
| Account number | Partial matches work. |
| Facility name | Where the search index is available. |
| Phone number | Only when the search index is unavailable and the search falls back to the database. |
Up to ten results are shown, each with the patient name, status, account number, balance, phone and days outstanding. The "MRN" shown on a result is the account number. SSN, date of birth, MRN, claim number and invoice number are not searchable.
Beside the search box, the previous and next arrows step through the first 100 accounts one at a time.
Advanced Search
An Advanced Search screen exists at /dashboard/search. It is not in the navigation menu. It searches accounts, patients, claims and payments, and also matches email, claim number, payer name, receipt number, check number and processor transaction ID.
| Field or control | What it means |
|---|---|
| Record Type | Account, Patient, Claim or Payment. |
| Status | Real statuses, each labelled with the records it applies to - for example In collection (accounts), Denied (claims), Captured (payments), Paid (accounts and claims). A status is applied only to the record types that can have it; if you choose only statuses a type cannot have, no records of that type are returned. |
| Min / Max amount | The account balance, the claim's billed amount or the payment amount. Both bounds apply together. |
| Date Range | Limit to a date range. |
| Export Results (CSV) | Downloads the results currently shown - this tab, with these filters - as a CSV file. |
Filtering lists instead
There are no saved quick filters on search. To narrow a list, use the filters on My Work → Accounts (status, aging, minimum balance) or on a work queue (balance range, aging). Patient AR → Collections lets you save your own filters.
Keyboard shortcuts
| Field or control | What it means |
|---|---|
| Ctrl+K / Cmd+K | Focus the header search. |
| Esc | Close the search results. |
| Shift+? or Ctrl+/ | Show the keyboard shortcuts list. |
Results are opened by clicking; arrow keys and Enter do not move through them.