Search
  • 27 Oct 2024
  • 1 Minute to read
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Search

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Article summary

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Search

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  • 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.

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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.
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  • 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.
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Other options on the right side of the page include:
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  • 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

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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!)