Patient Search allows you to search for previously registered patients, active or inactive, in eCR using a variety of search filters and search modalities.
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Patient Search can be found in one of two ways:
- From the Day-to-Day drop-down menu, go to Patient Search.
- From the desktop menu, go to Day-to-Day > Patient Search.
NOTE: If you don't see Patient Search on the desktop menu, this must be set up in preferences. See Set Up My Preferences for more information.
Access Level Permissions
For all access levels that will need permission to use Patient Search, follow the steps below:
- Go to Administration > Access Levels.
- Select an existing access level or create a new access level.
- Select the 1st User Access tab.
- Check the box for Patient Search.
- Save and repeat for each access level that will need permission to use Patient Search.
Search for a Patient
Searching for a patient can be done by using a variety of filters.
The system will begin to search for applicable records after the first field is entered. At this point, if a patient is known in eCR, the name will appear in the grid at the bottom of the search window.
- To further refine a search, enter information in more than one field.
- Click on the patient line to open the patient’s chart details.
A patient search can also be done in the My Client list. For detailed information on how to do that see My Client List.