Searching the Spruce Inbox
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Starting a new search
You can search your Spruce inbox by typing patient names, demographic information, or free text into the search bar. Spruce will search all your conversations for matching words or phrases. To start, locate the search bar either on the web or on the mobile app. Common searches include:
- A patient’s name, phone number, or email address
- Words or phrases you remember from the content of a message
- Any tags that are associated with a conversation
When Spruce finds matches for your search terms, you will see a list of those matches appear below the search bar. The matching words or phrases will be highlighted in yellow, and when you select a search result, you will be directed to the exact message in the conversation that matched your search.
If the matching conversation has a completed patient profile, the search results will show the patient’s name, gender, and DOB to help you confirm if that is the result you were looking for.
Detailed search options
Enter the full first and/or last name of the patient. Spruce will return name matches first (where the search term is the name of a patient), then message matches (where the name was used in the body of a message).
Enter the complete phone number, including area code, with or without parentheses or dashes. Spruce will return contact matches first (where the phone number is part of a patient profile), then any message matches (where the phone number was used in the body of a message).
Enter the email address in standard email format (e.g., email@example.com). Spruce will return contact matches first (where the address is part of a patient profile), then any message matches (where the address was used in the body of a message).
Patient date of birth
Enter the patient’s date of birth as month/day/year. Spruce will return all DOB matches based on patient demographics saved in their profile. You may use 2-digit or 4-digit year, and you may use leading zeroes or leave them off. For example, June 12, 1978 can be searched as:
Enter any tags that are associated with a conversation. Format your search the same way your tag is formatted (e.g., use dashes or underscores if they are in your tag). Spruce will return tag matches.
Advanced tag searches
- To find conversations that have ANY of a list of tags, use the query "tag:" and then list the tags with a comma between them. For example, the search "tag:A,B,C" would return all conversations that have at least one of the tags A or B or C.
- To find conversations that have ALL of a list of tags, use the query "tag:" repeatedly for multiple individual tags. For example, the search "tag:A tag:B tag:C" would return any conversations that have all of the tags A and B and C.
Limitations on tag searches
- You cannot search for part of a tag (e.g., you will not find all conversations with the tag "diabetes" by typing "tag:dia" into the search bar).
- You cannot search for the exclusion of a tag (e.g., there is not a way to search for all patients who do NOT have the tag "diabetes").
Enter any words or phrases to find all messages that contain matching text. Spruce will return all instances of those words or phrases being used in a message.
We're constantly adding more ways to search all the conversations in your inbox, but there are a few limitations as of today:
- You cannot search for Spruce visits in a conversation
- You cannot search for files or attachments within a conversation
- You cannot search for messages in a conversation sent from a particular teammate
If you need help searching your inbox for something specific, or if you have ideas for how to make search better, please contact Spruce Support through the app, or email us at firstname.lastname@example.org.