How can I search and access patient details in the system?

The "Search Patient" feature allows users to quickly locate and view patient information by entering basic details such as the patient name or number. For a more refined search, users can use the "Advanced Search" option to input specific criteria, generating a detailed list of matching patients. Selecting a patient from the list opens the Patient Details screen, where users can perform additional actions as needed.

Steps to Follow:

Step 1: Login to the Application:
Start by logging into the system using your credentials.

Step 2: Navigate to the Patient - Search Patient Section:
From the menu, go to the "Search Patient" section to initiate your search.

Step 3: Perform a Basic Search:

  • Enter the patient name or number in the search bar.
  • Press "Enter" to display the details of the entered patient on the "Search Patient" page.

Step 4: Use the Advanced Search Option:

  • Click on the "Advanced Search" button to refine your search criteria.
  • You will be redirected to the Advanced Search screen, where you can fill in additional details such as:
    • Patient Number
    • First and Last Name
    • Date of Injury
    • Contact Details (Home Phone, State, City, Zip, SSN)
    • Gender and Clinician Information
    • System 12 (MI: Yes/No)
    • Account Type and Date of Birth

Step 5: Generate Patient List:

  • After entering the necessary details, click the "Search" button to display a list of patients matching the criteria.
  • If no criteria are entered and the "Search" button is clicked, a full list of patients will be shown.

Step 6: Access Patient Details:

  • Click on the desired patient from the list to open their Patient Details screen.
  • This screen allows users to perform further actions, such as editing information or managing appointments.

This feature ensures efficient patient searches, enabling users to locate and access relevant details seamlessly.

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