Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingCases/CaseInboxTabSearch.htm

## Searching in the Case Inbox Tab in Patient CRM

To more efficiently search for cases, tasks, and Patient Journeys in Patient CRM, users can search across a variety of attributes directly within the My Cases, My Tasks, and My Patient Journeys views in the Case Inbox tab. This provides a centralized way to view and prioritize active assigned work.

Canceled cases are filtered out of My Cases by default and can only be accessed by a direct URL, [Vault Search](https://platform.veevavault.help/en/gr/442/), or via Associated Cases on a Patient Journey. See [Canceling Cases in Patient CRM](../Config/ConfiguringPatientCRM.htm) for more information.

**Who can use this feature?**

* End Users- Browser
* [Searching in the Case Inbox Tab](#Searchin)
* Users require a Patient CRM License

### Configuring Searching in the Case Inbox Tab for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature, ensure [Configuring Patient CRM](../Config/ConfiguringPatientCRM.htm) is complete.

### Searching in the Case Inbox Tab as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Patient Center users can search their active assigned cases, tasks, and patient journeys from the Case Inbox tab. To search for an item:

1. Navigate to the **Case Inbox** tab.
2. Select one of the following views from the left panel:

   * My Cases – Searching on the following fields is supported:
   * The full\_name\_\_v field on associated patient\_attribute\_\_v records
   * All fields on the case\_\_v object
   * My Tasks – Searching on the following fields is supported:
   * label\_\_sys
   * due\_date\_\_sys
   * My Patient Journeys – Searching on the following fields is supported:
   * The full\_name\_\_v field on associated patient\_attribute\_\_v records
   * The name\_\_v field of the Patient Journey
   * The name\_\_v field of the Patient Journey Step Phase record representing the current phase
   * The name\_\_v field of the Patient Journey Step record representing the current step

   ![](../../../Resources/Images/PatientCRM/CaseTabSearch.png)
3. Enter the appropriate search criteria in the view header. Search results are queried using an AND clause between terms. Up to 10 search terms are supported, per search.
4. Select the **Search** icon. The search considers all items assigned to the current user, not just the items currently visible.

   ![](../../../Resources/Images/PatientCRM/CaseTabSearch1.png)

Select the X icon in the search box to clear the current search criteria. Search results also clear automatically when opening an item from the results or navigating to another tab.

### Related Topics

[Managing Patient Journeys](../ManagingPatients/AdvancingJourneys.htm)

[Viewing Patient Details](../ManagingPatients/ViewPatientDetails.htm)

[Defining Patient Journeys](../Config/PatientJourneys.htm)