Description
Use the universal search field at the top of any page in the system to select a patient, order, or sample from the list of items that matched your search. When entering patient information in the universal search field, a pop-up displaying two panes appears as you type.
- Patients: When the search criteria match a patient name or ID, search results are listed.
- Orders: When the search criteria match an order ID or a sample ID, search results are listed. Depending on the user’s administrative settings:
- It may include patients who belong to practices associated with the user.
- It may include additional patients from other practices for whom the user has been the ordering provider.
The fields in the Advanced Search Filter allow you to show or restrict displayed patients, orders, or samples according to the patient's first or last name; the patient ID; or the patient's Social Security Number, sex, or date of birth.
If you belong to one or more practices associated with a host that is set up as a practice management system, then you may also initiate communication between the system and the practice management system to obtain updated patient information.
The system is constantly ready to accept bar code scans. If you scan a patient or order bar code, the system acts as though you performed a manual search. Use the Default page when scanning settings on the Locations page to have the system automatically open specific pages or perform activities when you scan patient or order bar codes.
Note
When the administrative setting to skip collection is set for an ordering location, the system automatically sends orders to the host testing location when they are placed. Since you do not need to collect samples for these orders, the system does not display them for selection when you search for samples to collect.
Access
- Use the universal search field at the top of any page in the system. As you type a patient, order, or sample, two panes appear, showing results for Patients or Orders.
- Select the Search button to the right of the universal search field to open the pop-up with the Patients and Orders panes.
Technical Manual
Accessing the Advanced Search Filter
| show filter | Select to make the Advanced Search Filter fields visible. When the filter is visible, you may select patient, order, and date filters that the system uses to create the list of search results. See "Setting the Advanced Search Filter" below. |
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| hide filter | Select to hide the Advanced Search Filter fields. |
Setting the Advanced Search Filter
The fields in the Advanced Search Filter are search-as-you-type; the search results display in the Patients or Orders panel in real time as you type.
| show filter | Select to make the fields on the Advanced Search Filter visible. When the filter is visible, you may select patient, order, and date filters that the system uses to create the list of search results. Patients panel: In the Patients panel, you can filter search results by patient last name, patient first name, patient sex, DOB, patient ID, SSN, encounter ID, and patients needing collection. Orders panel: In the Orders panel, you can filter by order or sample ID, CPT code, patient last name, patient first name, lab sample ID, and order date. Remember that each filter option you use further limits the number of possible matching results. If you use multiple filtering options, the system will only display those patients, orders, or samples that match all of the parameters you have specified. Select the Clear Filter button to remove the filters you've applied in the fields. |
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| Patients Panel | |
| Patient Last Name | Enter one or more characters of the patient's last name. |
| Patient First Name | Enter one or more characters of the patient's first name. |
| Patient Sex | Select the sex of the patient. |
| DOB | Enter the patient's date of birth in the format: MM/DD/YYYY. You must enter a four-digit year for the system to search correctly. |
| Patient ID | Enter one or more characters of the patient's patient ID. |
| Patient SSN | Enter one or more digits of the patient's Social Security Number. |
| Encounter ID | Enter one or more digits of the patient's encounter ID. |
| Only show Patients with samples needing collection | Select the checkbox to only display patients who need samples collected in the search results. |
| Orders Panel | |
| Order or Sample ID | Enter one or more characters of the order ID or sample ID. |
| CPT Code | Enter one or more characters of the CPT code. |
| Patient Last Name | Enter one or more characters of the patient's last name. |
| Patient First Name | Enter one or more characters of the patient's first name. |
| Lab Sample ID | Enter one or more characters of the lab's sample ID. |
| Order Date | Enter a date in the format MM/DD/YYYY, select the calendar button to select a date/time, or select the Now button to enter the current date/time. The system will search for orders placed within the range you specify. Select the Clear button to remove the date/times in the field. |
| Recent | Select to view recently-placed Patients, Orders, and Items. |
| Patients | Hover over/select the Patients option to view recently patients. |
| Orders | Hover over/select Orders to view recently-placed orders. |
| Items | Hover over/select Items to view recent items. |
Sorting Search Results
By default, the system sorts the list by patient name on the Patients panel or by order date on the Orders panel.
Select a column header link to sort the list of search results by the values in that column.
| Patients panel | You may sort by Name, Patient ID, MRN, SSN, DOB, Sex, or Orderable (if enabled). |
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| Orders panel | You may sort by Order ID, Patient, or Order Date. |
Selecting a Search Result
After you find the patient or order you're looking for, select the patient's Name link, Order ID link, or Patient link to open a menu with actions to take on the patient record or order record.
If you don't find the patient you're looking for, select the New Patient button at the bottom of the Patients search results pop-up to go to the Demographics page, where you can create a new patient record.
| Patients panel | Select the patient's Name link in the search results to open a menu of action options:
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| Orders panel | Select the Order ID link to open a menu of action options:
Select the Patient link to open a menu of action options:
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| New Patient | Select to create a new patient record in the Demographics page. See the Demographics topic. |
| Cancel | Select to return to the preceding page without selecting a patient. Repeat the search, if desired. |
Accessing Recent Patients or Orders
Select the Recent button to the right of the universal search field and the Search button to open a menu of recently accessed patients or orders.
| Patients | Select the Patient menu item to open a flyout menu of the last 20 patient records a user has viewed during their current login session. Hover your mouse pointer over the patient record menu item to open another flyout menu with action options.
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| Orders | Select the Orders menu item to open a flyout menu of orders a user has viewed during their current login session. Hover your mouse pointer over the order item to open another flyout menu with action options.
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