Patient Search

Help Topics on This Page

- Patient Archive Search
- Patient Archive Search and the Patient Consent Feature
Global Search
- Global Search and the Patient Consent Feature

Patient Archive Search

Use Patient Archive search to find patients with an established relationship to the providers in your group or practice. You must be preauthorized to perform this function. 

Complete the following steps to perform a Patient Archive search:

  1. From the menu bar, select Search > Patient. 
  2. On the Patient Search page, select Patient Archive in the Search Filters box. The active selection is indicated by gray.
  3. Enter patient information in the Search Filters. You must value at least one of the fields marked by an exclamation mark (!).
  4. Select Search. Patients that meet your search criteria are displayed. 
  5. If you want to sort your search results, select any column header field. An up arrow () indicates an ascending sort order, for example, a to z; 1 to 10; oldest date to most recent date. A down arrow () indicates a descending sort order, for example, z to a; 10 to 1; most recent date to oldest date.
  6. If you want more space on the page to view search results, select Search Filters to collapse. Select Search Filters again to expand.
  7. If you want to perform another Patient Archive search, select Clear and repeat Steps 3-6.

See the Patient Archive Search and the Patient Consent Feature topic for more information.

Patient Archive Search and the Patient Consent Feature

If your organization enables the Patient Consent feature, you will see the Consent tab in the Patient Summary when you find and select a patient through Patient Archive search. In the Patient Summary > Consent tab, you can view the patient's current policy in effect (if there is one) as well as their previous policies on file, but only for the group or practice you are logged in to. Authorized users can also add a consent policy for the patient, but only for the group or practice they are logged in to.

Global Search

Use Global search to find patients in your Health Information Exchange (HIE) global repository. Global search gives you access to patients who are in your HIE, but do not have an established relationship to the providers in your group or practice. You must be preauthorized to perform this function. You must certify that you have a valid reason to access the patient's medical records, and you must provide the reason. Global search activity is tracked for reporting purposes. When the Patient Consent feature is enabled in your portal, Global search functionality is affected. See the Global Search and the Patient Consent Feature topic for more information.

Complete the following steps to perform a Global search:

  1. From the menu bar, select Search > Patient. 
  2. On the Patient Search page, select Global in the Search Filters box. The active selection (Patient Archive or Global) is indicated by gray.
  3. Enter patient information in the Search Filters. Required fields are indicated by an asterisk (). Conditionally required fields are indicated by an exclamation mark (!).
  4. Select Search. The Search Reasons dialog box opens. Read the message and select a reason for your Global search.
  5. Select OK. If further explanation is required, enter it in the text box and select OK. Patients that meet your search criteria are displayed. When the Patient Consent feature is enabled in your portal, Global search functionality is affected. See the Global Search and the Patient Consent Feature topic for more information.
  6. If you want to sort your search results, select any column header field. An up arrow () indicates an ascending sort order, for example, a to z; 1 to 10; oldest date to most recent date. A down arrow () indicates a descending sort order, for example, z to a; 10 to 1; most recent date to oldest date.
  7. If you want more space on the page to view search results, select Search Filters to collapse. Select Search Filters again to expand.
  8. If you want to perform another Global search, select Clear and repeat Steps 3-7.

Global Search and the Patient Consent Feature

When your organization enables the Patient Consent feature, Global search functionality is affected. If Consent is enabled, the following text is displayed at the bottom of the page when you select Global from the Patient Search page:

"Consent processing is enabled. If you experience issues retrieving patient information in Global Search, please contact [Consent Test Org (999) 999-9999] for patient access record questions."

Note: The information in brackets is determined by your organization when implementing the Patient Consent feature.

Depending on your organization’s Patient Consent model (Permit for All Organizations or Deny for All Organizations) and a patient's active consent policy which permits or denies users (belonging to your group or practice) access to their records, you might be unable to access the patient's records through Global search.

See the following topics for more information:

- If Your Organization's Patient Consent Model is Permit
- If Your Organization's Patient Consent Policy is Deny
Consent Model and Policy Exceptions
- Consent Authorizations

If Your Organization's Patient Consent Model is Permit

If your organization’s Patient Consent model is Permit for All Organizations, users can access patient records through Global search as usual; however, if a patient opts to deny access to their records (has an active Deny policy on file), when you execute a Global search for them (and do not have Patient Consent system authorizations), they will not be found. The Consent component protects the patient's records from user attempts to access them through Global search. 

See also: Consent Model and Policy Exceptions

If Your Organization's Patient Consent Model is Deny

If your organization’s Patient Consent model is Deny for All Organizations, users can access patient records through Global search only if the patient opts to permit access to their records (has an active Permit policy on file). A patient's active Permit policy overrides the organization's Deny model and allows users to access that patient's records through Global search as usual. 

See also: Consent Model and Policy Exceptions

Consent Model and Policy Exceptions

Some organizations opt to allow exceptions to their Deny model or a patient's Deny policy and permit users access to patient records through Global search if the search reason selected is configured to be acceptable to override the Deny model or policy. The exception reasons are configured in the system. For example, Emergency is a Global search reason that can be configured to allow users to override your organization's Deny model or a patient's Deny policy. The exception override reasons are determined and configured during the implementation phase of your Patient Consent project.

See the Exceptions that Allow Consent Policy Override topic for more information. 

Consent Authorizations

Users can be assigned authorizations that allow them to use Global search to locate a patient who has an active Deny policy. The authorizations allow the user to locate the patient to view or add Consent policies only. The patient's health records remain locked from viewing because the patient has an active Deny policy. The only information the user with the Consent authorizations can access is what is on the Patient Summary > Consent tab.

If the patient has an active Permit policy or the organization’s default Patient Consent model is Permit, users can see the patient’s records and can view or add consent policies based on what they are authorized to do. 

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