> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shasta.health/llms.txt
> Use this file to discover all available pages before exploring further.

# Search

> How to find patients and tickets from the Shasta provider portal.

## Overview

Use **Search** to quickly find patients and tickets across your site. Open **Search** from the Shasta provider portal sidebar, or go directly to [app.shasta.health/provider/global-search](https://app.shasta.health/provider/global-search).

## Searching across patients and tickets

1. Open **Search**.
2. Type a patient name, phone number, email, or ticket title.
3. Review results in the **Tasks** and **Patients** sections.
4. Click a result to open the ticket or patient record.

Search updates as you type, so you do not need to press a separate submit button.

## Understanding results

The **Tasks** section shows matching tickets. Results include the ticket title, status, and created date.

The **Patients** section shows matching patient records. Results include the patient name, phone number, and email when available.

If more results are available, click **Load More Tasks** or **Load More Patients**.

## Tips

* Search by ticket title when you know the workflow you are looking for, such as insurance, fax, or calls.
* Search by patient phone number when a caller or message thread does not have a clear patient name.
* Open the patient result when you need the broader patient context instead of a single ticket.