Search

• The Search function allows you to find and review a patient’s chart.
• You can search for patients by name, supported identifier, or date-of-birth.
• Only know part of the name, that’s ok we will help you find it.

Enter patient identifier information in the search box and hit enter. The system will bring up a list of potential matches for you to review and select from.

• Clicking on a patient's name will bring up their chart.

In the event that the patient doesn't exist you can click on + button to add a new patient.

Other options on the right side of the page include:

• Eye Icon (Red Box) - This shows/hides duplicate records that exist in the system for a patient.
• Merge Icon (Blue Box) - This shows the option to merge patient records together.

Patient Merge Function

This function allows you to select two different patient records and merge them together.

• Select the "Target" patient account you want to move record information "to".
• Select the "Source" patient account you want to move record information "from".
• Choose your merge action options, then click the merge button to complete the activity. (Please ensure you have selected the right patients in completing this activity!)