Patient Search: Difference between revisions

Latest revision as of 16:04, 20 June 2025

Patient Search Overview

Welcome to VEHRDICT's Patient Search support page. The Patient Search feature revolutionizes how providers and staff access patient information with a streamlined, intuitive interface.

Users can search records using various criteria such as name, date of birth, SSN, or phone number. This feature improves efficiency, minimizes time spent navigating the system, and ensures accurate access to vital records.

**Patient Search Interface** – Easily locate patient records using customizable criteria.

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Using Patient Search

To initiate a search:

Navigate to the Patient Dashboard.
Select Patient List > Search.
Use one or more of the following fields:

 * Last Name
 * First Name
 * Middle Name
 * Date of Birth
 * Phone
 * Social Security Number (SSN)

Each field supports partial and full input for flexibility.

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Viewing Search Results

After entering your criteria, click Search. Results will appear in a sortable table showing:

PID – Patient ID
Last Name – Surname
First Name – Given name
Middle Name – Middle initial or full
MRN – Medical Record Number
Email – Patient's email address
Phone (Cell) – Mobile number
Phone (Home) – Home number
DOB – Date of birth
Street – Residential address
City – City of residence

Use the Show entries dropdown to change the number of records displayed, and use the Previous/Next buttons to paginate.

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Additional Features

Add Patient – Launches the registration form for new patient entry.
Calendar – Access the scheduling interface directly from the patient search screen.
Advanced Search – Use additional fields for refined lookup.
Print – Export the search results for printing or recordkeeping.

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Integrated Search Functionality

Search is available on every WebShuttle portal page. The top search bar allows fast access to patient data without navigating away from the current screen.

Enter basic criteria (e.g., name, DOB, SSN).
Use the Adv Search panel under Patient > Search to include phone number or middle name.
Fine-tune results using the top-right corner search box in the results table.

Search returns are instantaneous, allowing you to update or act on the patient's data immediately.

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Example Use Case

Scenario: Locate Patient

Dr. Boggan needs to find a patient named Emily Johnson.

He enters "Johnson" in the Last Name field.
He enters "Emily" in the First Name field.
He clicks Search.

The results display Emily’s full profile. Dr. Boggan clicks her name to view her details and make updates.

**Search Results Example** – Matching records appear for fast access and editing.

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By utilizing VEHRDICT’s Patient Search feature, healthcare professionals can retrieve records rapidly, support data accuracy, and streamline administrative workflows—all while improving patient care outcomes.

@@ Line 1: / Line 1: @@
-Welcome to '''Vehrdict's''' Patient Search support page. The Patient Search feature revolutionizes the process of accessing patient information with its streamlined and intuitive interface. Users can effortlessly navigate through patient records by entering various search criteria such as last name, first name, date of birth, social security number, or phone number into the designated fields. This user-friendly design ensures that essential patient details are readily accessible, significantly enhancing the efficiency of users tasked with managing patient records and appointments.
+== Patient Search Overview ==
+Welcome to '''VEHRDICT's''' Patient Search support page. The Patient Search feature revolutionizes how providers and staff access patient information with a streamlined, intuitive interface.
-[[File:2ps.jpg|800px]]
+Users can search records using various criteria such as name, date of birth, SSN, or phone number. This feature improves efficiency, minimizes time spent navigating the system, and ensures accurate access to vital records.
+<div style="text-align:center; margin: 1em 0;">
+[[File:patient_search_nx.jpg|thumb|center|600px|'''Patient Search Interface''' – Easily locate patient records using customizable criteria.]]
+</div>
+---
 == Using Patient Search ==
-To search for a patient, navigate to the '''Patient Dashboard''' and click on '''Patient List > Search'''. The search interface provides several fields to help you narrow down your search results:
+To initiate a search:
-'''Last Name''': Enter the patient's last name.
+# Navigate to the '''Patient Dashboard'''.
-'''First Name''': Enter the patient's first name.
+# Select '''Patient List > Search'''.
-'''Middle Name''': Enter the patient's middle name.
+# Use one or more of the following fields:
-'''SSN''': Enter the patient's Social Security Number.
+  * '''Last Name'''
-'''Phone''': Enter the patient's phone number.
+  * '''First Name'''
-'''Date of Birth''': Enter the patient's date of birth.
+  * '''Middle Name'''
+  * '''Date of Birth'''
+  * '''Phone'''
+  * '''Social Security Number (SSN)'''
+Each field supports partial and full input for flexibility.
+---
 == Viewing Search Results ==
-Once you have entered the search criteria, click the '''Search''' button. The search results will display in a table format, showing key patient information:
+After entering your criteria, click '''Search'''. Results will appear in a sortable table showing:
-'''PID''': Patient ID
+* '''PID''' – Patient ID
-'''Last Name''': Patient's last name
+* '''Last Name''' – Surname
-'''First Name''': Patient's first name
+* '''First Name''' – Given name
-'''Middle Name''': Patient's middle name
+* '''Middle Name''' – Middle initial or full
-'''MRN''': Medical Record Number
+* '''MRN''' – Medical Record Number
-'''Email''': Patient's email address
+* '''Email''' – Patient's email address
-'''Phone (Cell)''': Patient's cell phone number
+* '''Phone (Cell)''' – Mobile number
-'''Phone (Home)''': Patient's home phone number
+* '''Phone (Home)''' – Home number
-'''DOB''': Patient's date of birth
+* '''DOB''' – Date of birth
-'''Street''': Patient's street address
+* '''Street''' – Residential address
-'''City''': Patient's city of residence
+* '''City''' – City of residence
-You can use the '''Show entries''' dropdown to select the number of entries displayed per page and navigate through the pages using the '''Previous''' and '''Next''' buttons.
+Use the '''Show entries''' dropdown to change the number of records displayed, and use the '''Previous/Next''' buttons to paginate.
+---
 == Additional Features ==
-'''Add Patient''': Click on the '''Add Patient''' button to register a new patient in the system.
+* '''Add Patient''' – Launches the registration form for new patient entry.
-'''Calendar''': Access the calendar view to schedule or view patient appointments.
+* '''Calendar''' – Access the scheduling interface directly from the patient search screen.
-'''Advanced Search''': Use the '''Adv Search''' option for more detailed search criteria.
+* '''Advanced Search''' – Use additional fields for refined lookup.
-'''Print''': Use the '''Print''' button to print the search results for offline use.
+* '''Print''' – Export the search results for printing or recordkeeping.
+---
 == Integrated Search Functionality ==
-The search functionality is seamlessly integrated into every WebShuttle portal page, placing the search bar conveniently at the top for easy access. Users can initiate a search by inputting any relevant criteria, whether it's the patient's first name, last name, date of birth, or social security number. For more refined searches, users can opt for the advanced search option available under '''Patient | Search''' in the WebShuttle EHR menu. Within the Patient Search page, users can further tailor their searches by including additional criteria such as middle name, phone number, or social security number. Search results are promptly displayed, and users can fine-tune their queries using the search box located in the top-right corner of the results section, ensuring swift and precise retrieval of patient information.
+Search is available on every WebShuttle portal page. The top search bar allows fast access to patient data without navigating away from the current screen.
+* Enter basic criteria (e.g., name, DOB, SSN).
+* Use the '''Adv Search''' panel under '''Patient > Search''' to include phone number or middle name.
+* Fine-tune results using the top-right corner search box in the results table.
+Search returns are instantaneous, allowing you to update or act on the patient's data immediately.
+---
 == Example Use Case ==
-'''Locate Patient Information''': Dr. Boggan, the administrator, needs to find a patient named Emily Johnson. He enters "Johnson" in the Last Name field and "Emily" in the First Name field, then clicks '''Search'''.
+'''Scenario: Locate Patient'''
+Dr. Boggan needs to find a patient named Emily Johnson.
+# He enters "Johnson" in the '''Last Name''' field.
+# He enters "Emily" in the '''First Name''' field.
+# He clicks '''Search'''.
+The results display Emily’s full profile. Dr. Boggan clicks her name to view her details and make updates.
+<div style="text-align:center; margin: 1em 0;">
+[[File:patient_search_JW_nx.jpg|thumb|center|600px|'''Search Results Example''' – Matching records appear for fast access and editing.]]
+</div>
-'''View and Edit Details''': The search results display Emily Johnson’s information, including contact details and medical record number. Dr. Boggan can click on Emily Johnson's entry to view more details or edit her information if needed.
+---
-By using the '''Patient Search''' feature, healthcare professionals can ensure quick access to accurate patient information, improving efficiency and patient care.
+By utilizing VEHRDICT’s Patient Search feature, healthcare professionals can retrieve records rapidly, support data accuracy, and streamline administrative workflows—all while improving patient care outcomes.