Overview
Pilot has the most advanced case search system on the market. Read this section and say "Goodbye" to all your Google Sheets or other external lists of cases.
In Pilot, you can search cases by anything you can imagine:
Case Information, including custom fields
Line Items
Exception Tasks
Production Tasks
Case Comments
Doctor
Office
Customer
Billing Account
Outsourcing-related information
Shipping Routes
Scanners (if the case came from one of our Scanner Integrations)
Ways to Search Cases
There are multiple ways of searching for cases:
Predefined search categories on dashboard
Global search in top right corner
Quick filters
Advanced filters
For the latter two, you can save your filter views and choose whether you'd like to share those filter views with the whole lab, keep them private, or share with specific people, effectively creating lists of cases that use custom logic. This can be used for creating work queues.
In addition to the lists that follow custom logic, you can also "Star" cases, which allows creating custom case lists.
Predefined Search Categories
On Dashboard, you have three views:
Case Calendar that shows cases due specific days and cases that are due to come back from outsource.
Case Breakdown that shows:
In real-time: cases in "Entry" or "Live" statuses, and cases "On Hold"
For the selected date: cases that went live, got shipped, invoiced, outsourced, and deleted.
Action Items show cases past due date, past ship date, cases with unresolved warnings, and cases pending acceptance from IOS.
Clicking on any of the calendar cells, breakdown categories, or action item row cards will link the user to the appropriate cases search table pre-set filter view.
Global Search
Press Ctrl + K (CMD + K) or the search , you can quickly search for cases using case number, patient, or pan number.
Quick Filters
Navigate to the Cases search table. You'll see the default table view with all columns selected. Every column has its own type and a quick filter.
Binary filters have only two options - Yes and No
Dates have a date selector
Doctor and Office are lists of your doctors and offices
Status is a system list
etc.
You can configure which columns you'd like to show by (de-)selecting the columns under the Columns dropdown.
Advanced Filters
The most interesting feature is the advanced filters. These filters allow you to search by anything you can think of that is related to a case in any way.
Case filters fully support boolean logic, and you can answer practically any question or create any work queue using advanced filters. Here's an example:
You can also see how your question reads like. Think of it as, "I want to find all cases that... [your filters]."
Saving Filter Views
Once you're done configuring your filters, you can save that view and access it later. You can select whether to save it for private usage, share with everyone in the lab, or share with specific people.
Notes on Saved Filter Views
Filter views auto-save when you modify them — if a removed filter keeps reappearing, re-save the view after removing it.
Views are shareable: a teammate's edits affect everyone using the view. If a view disappeared, check with your team first.







