amaise offers two search functions: case search in the case overview and full-text search within a case.
Case search in the case overview
In the case overview, you can search for cases using the search bar. The search covers:
Display name of the case
Reference number
Company name
Custom fields
Note: The first and last name of the insured person are not searched.
Full-text search within a case
Full-text search lets you search all documents in a case for specific terms. The search scope is always limited to the currently open case — cross-case search is not possible.
Where do I find the search?
The search field is located in the top bar within a case. It is only visible in the “Case review” view — the search is not available in the “Dashboards” and “Case timeline” views.
Suggestions while typing
As soon as you enter a search term, suggestions appear. These include:
Full-text hits — documents containing the entered text
Document types — matching document categories
Labels — assigned labels
Diagnoses (ICD-10) — medical diagnosis codes
Metadata fields — title, issuer, recipient, date
Click a suggestion to run the search directly.
Search history
Under “Recently searched,” your last 3 search queries are shown so you can quickly access previous searches.
What is searched?
The search scans the entire OCR-recognized text of all documents in the case:
Person names — find documents mentioning specific people
Technical terms — search for medical diagnoses, legal terms, or other technical expressions
Dates and references — find documents by date or reference numbers
Any text passages — any text contained in the document is searchable
Search results
The document list is filtered by the search and shows only documents containing the search term. Hits are highlighted in the document so you can quickly find the relevant passages.
Search tips
Exact search with quotation marks — To search for an exact word or phrase, put the search term in quotation marks. For example:
"How did it go"— this shows only hits with exactly that word combination.Show all results — Press Enter to display all search results in the document list.
Remove search filter — Click the “x” in the search chip in the document list to clear the filter.
Jump to hit — Click the orange magnifying glass icon in the PDF viewer to jump directly to the place in the document where the search term appears.
Handwriting is also found — The search scans both typed terms and handwritten notes, as long as they were recognized by OCR.