Find clients by name or email
practice_better_find_clientsRead-only
Search client records by name, preferred name or email (case-insensitive text match). Practice Better has no search endpoint, so this reads the 500 most recent records (5 pages of 100) and filters them; complete says whether every record was checked. Returns at most max_results matches with the same fields as practice_better_list_clients. GET /consultant/records.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Text to look for in first name, last name, preferred name or email. | |
| status | No | Only these statuses. | |
| max_results | No | Most matches to return, 1-50 (default 10). |