Requisition Search is your command center for finding, filtering, and acting on when it comes to requisitions

The Requisition Search form is more than a lookup. It’s a centralized hub where you can locate any order quickly, surface the right context, and take action without jumping between screens.

Powerful search controls

• Global and column-level search: Start broad, then refine by specific columns (e.g., Client, Patient Last Name, Requisition, Test).
• Smart operators per column: equals, not equal, contains, does not contain, begins with, ends with, is blank, between (for dates/numbers).
• Date shortcuts: Today, Yesterday, Last 7/30/90 days, Custom range.
• Composite filters: Build complex queries with AND/OR logic and parentheses in the Filter Editor.

Flexible grid and layout

• Drag-and-drop columns: Reorder to match your workflow.
• Show/hide columns: Use the column chooser to tailor the view to the task at hand.
• Grouping: Group by any field-e.g., first by Client, then by Patient Last Name; expand/collapse to navigate large sets.
• Multi-sort: Sort by multiple columns (e.g., Client A–Z, then Collection Date newest to oldest).
  

Advanced filtering made simple

• Filter Editor: Build layered conditions (e.g., Client = “City Clinic” AND Status = “Final” AND (Name= “Doe” OR Bill To = “Insurance”)).
• Column header filters: Each header doubles as a quick filter box with a picker for operator type.
• Reusable: Save common values (clients, payers, providers) as quick-pick options to reduce typing errors.

Save and reuse as Custom Views

• One-click recall: Save any combination of filters, sorts, groupings, and visible columns as a named Custom View.
• Multiple views: Create task-specific views like “Status” “Billing To,” “Collected By,” “Recollect Needed,” “Specific Tags.”
  

One-click actions from the grid

Open the More Options menu and buttons to:

• Open Requisition details for review/edit.
• Preview/print the report; resend or requeue report distribution.
• Add a one-time Additional Copy (e.g., alternate fax or specialist).
• Print labels/requisitions; initiate recollect workflow.
• Add/view Order Alerts and internal notes.
• Launch “Create Case” pre-linked to the order.
• Tag the order for routing and tracking (e.g., “ICD Clarification,” “Billing Review”).
• View audit logs if available.

Bulk operations 

• Select multiple requisitions to:
  • Batch print reports or requisitions.
  • Apply or clear tags.
  • Export the list to CSV/Excel for reconciliation or client reporting.

Examples Custom View you might create

• Done Today (by Client): Status = Done; Date = Today; Group by Client → Patient.
  
• Canceled Today (by Client): Status = Done; Date = Today; Group by Client → Patient
  
• Pending Today (by Client): Status = Done; Date = Today; Group by Client → Patient

By combining precise filters, a customizable grid, and direct actions, the Requisition Search form becomes your daily command center for dispatchers, find exactly what you need, see it the way you want, and act on it immediately.