Search for a Document
Creation date: 6/10/2026 12:32 PM
Updated: 6/10/2026 12:32 PM
Overview
This article helps you search Practice Inbox for a document by patient, medical record number, or document text. You may need this when you cannot find a document in the current list view.
Before you begin
- You need access to Inbox.
Steps
- Click Inbox.
- Click Search Documents.
- Enter your search text.
- You can search anything contained within the document.
- Review the matching results.
- Click the result you want to open.
Troubleshooting
- If no results appear, then try a patient name, a medical record number (MRN), or a document type.
- If you expect an archived document, then include the below in your filters:
- Only Archived - filters out documents archived by all users.
- Archived by me - if you archived the document
- Only Auto-Archived - if you have auto-archive for duplicates turned on.