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Configure categorized search

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This article covers how to configure categorized search for medical identifiers. Steps 1-3 cover how to configure your solution to be able to search by medical identifier. Steps 4-6 cover how to add Medical Identifier to the search results. Note that these steps can be followed for other entities instead, or in addition.

Note

Configuring to be able to search by an entity (Steps 1-3) is only possible for unmanaged solutions.

  1. Navigate to the Healthcare Foundation solution.

    Select solution.

  2. Select Entities, and then select Configure Relevance Search.

    Select Configure Relevance Search.

  3. Add the Medical Identifier entity.

    Add the Medical Identifier entity.

  4. Now, to add the Medical Identifier entity to the search results, navigate to Settings > Administration > System Settings. On the General tab, select Select entities for Categorized Search.

    System settings.

  5. Add Medical Identifier to Selected Entities.

    Add Medical Identifier to Selected Entities.

  6. Publish all customizations. Users will now be able to search by medical identifier and view medical identifiers in the results.

    Search results.

See also

What is Microsoft Cloud for Healthcare? Post-deployment configurations for healthcare solutions powered by Dynamics 365
Set up and configure Microsoft Cloud for Healthcare