Patient Search

The application provides patient search functionality to locate patient records efficiently. The feature offers two distinct methods for locating patient records:

• Instant Search

• Advanced Search

Together, these options allow you to control how broadly or narrowly the application searches patient data. This improves search accuracy, speed, and overall ease of finding patient records.

Patient search criteria

The application allows you to search both alphabetic and numeric keywords. Also, the application follows a predefined search order in order to prioritize the most relevant patient records. When you enter an alphabetic keyword, the application searches in the following order:

• First Name

• First Last Name

• Second Last Name

• Email ID

• Gender

• Address

When you enter a numeric keyword, the application searches in the following order:

• Costa Rica ID

• Patient Identifier (PID)

• Policy Number

• Date of Birth

• Phone Number

Instant Search

The Search field located at the top of your screen provides the fastest way to find patients. You can search for the required patient using multiple patient data fields at once. The application displays real-time results as you type.

Prerequisite:

Administrators must configure the required instant search filters in Global Settings. The application uses these filters during the search process and displays results based on the selected filters.

The instant search function has two primary outcomes based on your actions.

• For quick results - Type a search term (e.g., a name, a date of birth, or part of an address) into the search bar. The application displays a dropdown list of matching patients in real time.

  In the search results, the application highlights the matching search term to help you quickly identify its context.

• For a full report - Type your search term and press the Enter. The application loads a comprehensive Matching Records page. This report provides more detailed information on all matching patients.

Instant search parameters

You can customize the search parameters to limit results to the required items and thereby retrieve relevant records quickly. You can initiate an instant search based on the search parameters that the administrator has enabled in the Global Setitngs page. Depending on the configured parameters, the application limits search input to only the selected parameters.  The application displays the selected parameters as highlighted in blue color under Instant Search Filters within the Advanced Search section.

Note:

Instant Search Filters define which fields users can search. The application does not consider the keywords outside the selected parameters.

From Global settings, administrators can enable one or more of the following search parameters:

• All Tags

• Name

• PID

• Costa Rica ID

• Gender

• Date of Birth (DOB)

• Contact Email

• Phone Number 1

• Address

• Policy Number

To search a patient record using the instant search feature

Advanced search

Advanced Search provides a focused method for finding patients using specific fields for search terms. This approach works well with precise information like exact names, dates of birth, or patient IDs. Advanced Search differs from Instant Search, which scans multiple fields at once and targets specific fields for controlled results.

The advanced search section displays available fields, each field corresponding to specific patient data. You can enter search terms into relevant fields. The application searches the database and retrieves matching patient records based on entered details.

This method reduces irrelevant results, and you can locate correct patient records on the first attempt. Advanced Search excels when filtering by multiple known patient details or when Instant Search returns excessive matches.

To search a patient record using the advanced search feature

1. In the Search field of the application, click the Search Filters icon ().
   The application displays advanced search section.
   

2. Enter the required details into the respective fields.

3. Click Search Now.
   The application displays the Matching Records page.
   

   Note:

   The Matching Records page lists information on all matching patients.

4. Select the required patient in the Matching Records page.
   The application displays the Patient Facesheet.