Bulk Search by List

We’re excited to share Bulk Search by List in addition to Bulk Actions and Bulk Review. This action allows you to search for multiple individuals to streamline your workflow and save time in chart preparation.

(Don't see this feature? Ask your Customer Success Manager to get it installed!)

How to Use This Function: 

1. Log in to the Care Team Dashboard at neuroflowlive.com and click on the 'Search' dropdown. Then select "Advanced Search".

2. Compile a list of individual's names into a word document/spreadsheet: 
(NOTE: You can pull this list using a platform user’s schedule of individual's appointments.)

3. Copy and paste the list of individual's names into NeuroFlow:
(NOTE: This step allows you to review the pasted names and make modifications to the list if needed.)

4. Click “Search” 

5. Finalize your selection and then click "NEXT" to generate reviews for selected clients. 

• Confirm clients found
• Review any errors such as spelling errors
• Review any duplicates

6. The clients searched for will now be selected within the Care Team Dashboard. 

For any questions or further assistance, please contact [e-mail].