Patient Search

Help Topics on This Page

- Patient Archive Search
Global Search

Patient Archive Search

Use Patient Archive search to find patients with an established relationship to the providers in your group/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.

Global Search

Use Global Search to find patients in your HIE's global repository. Global Search gives you access patients who are in your HIE, but do not have an established relationship to the providers in your group/practice. You must be preauthorized to perform this function. You must certify that you have a valid reason to access the patient's medical record, and you must provide the reason. Global Search activity is tracked for reporting purposes.

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 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.
  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.
  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.
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