Searching for patients

To search for patients:

1. log in as a staff member
2. click on the magnifying glass in the top right hand corner
3. enter the patient’s details into the search field, and apply any filters
4. click Search

The search field and filters can be used on their own or combined.

Search field

A single search field matches a patient’s:

• first name
• last name
• preferred name
• email address
• contact number
• patient ID

A single term is matched against each of the fields above. Searches containing multiple words (such as “John Smith”) also match a patient’s first and last name combined.

Filters

Search results can be narrowed down using the following filters:

• Patient status — whether the patient’s profile has been archived or not:
  • Active (default) — only patients whose profiles have not been archived
  • Archived — only patients whose profiles have been archived
  • Any — both active and archived patients
• Solumed status — only shown when your organisation has an active Solumed integration:
  • Any (default)
  • Linked to a patient in Solumed
  • Not linked to a patient in Solumed
• Patient labels — one or more labels applied to patients. Only patients with at least one of the selected labels are returned