Searching for patients

Overview of Patient browser

Open the Patient browser tab to search for a specific patient.

Open

Using quick find

On the Patient browser tab, select the Quick Find field at the top of the screen to type the first few letters of the patient's last name.

Open

Patient Snapshot

When a patient is highlighted in the patient browser, a snapshot of the patient's file will appear on the right-hand side of the screen.

Information contained in the patient snapshot includes the patient photo, account balance, contact information, and patient note.

Using advanced search

1. On the Patient browser tab, in the Advanced search box,  select a Search Method from the drop-down menu.

2. Select from the following search criteria: 

• Telephone number

• Social security number/Health card number

• Serial number of a patient hearing aid 

• First name/Given name

• Last name/Surname

• Invoice number

• Reference number

• Patient ID

• Date of birth

• Insurer

• Insurer ID/Policy number

• Email address

3. Enter the desired text into search field and click search.

    4. In the Search results dialog box, click on the desired entry and click continue.