Searching for and Selecting an Existing Patient

Before adding a new patient, you should search the system for patient information that may already exist. To search for existing patient information from the Main Menu:

2. Enter any information you have about the patient in the Patient Search fields.

● Office

● Last Name

● Patient ID

● DOB

● Admitted/Pending

● Admission Type

● Results Returned

● Caseload

3. If desired, users can use the Caseload field to view patients that are currently assigned to them. When "Yes" is selected, the software will only display patients in the list if they are assigned to your employee record (in Patients | Relationships | Personnel) or if the employee is assigned to upcoming visits for the patient. Learn more about the Caseload search feature.

● Discharged Patients — Any patients assigned to the user will display in the search results as long as they have an active admission. Though users can manually unassign a patient, this isn't necessary after discharge occurs. Patients will be excluded from the caseload search results 30 days after the patient is discharged.

● Assigned Visits — In the scenario that a clinician is taking over for other personnel and conducting a patient visit (i.e. On call, vacation, sick leave, etc.), the corresponding patient will display in the caseload search results. The patient will be included in the search results for the clinician 5 days before the visit (to provide time to prepare for the visit) and 5 days after the visit (to provide time for visit documentation).

● Default Selection — The default option selected in the Caseload field depends on the Job Class that is set up for the corresponding user (in Personnel | Employment) as well as the Caseload Default Value that is established for the corresponding job class (in Reference Files | Personnel Job Class). Agencies must set up the Caseload Default Value for job classes in order for the caseload to display automatically.

● If no patients match the criteria you selected, the following message will appear:

● A list of existing patients will display below Patient Selection, based on the criteria you selected.

5. Click the name of the patient to view. Note the following about the list of patients:

● When you click a patient's name, their patient ID and associated Office will appear above the list of patient names under Patient Selection. The patient record information will also appear in Patient Management in the right side of the window.