Customizing the patient search area
You can customize the patient search area within the appointment scheduler to increase the efficiency of your patient searches. It is easier to determine that you are selecting the correct patient, when you can see more information in your search results.
Displaying date of birth (DOB) in patient searches
You can choose to show the DOB for patients listed in the Patient Search area. This can help you choose the correct patient when the results return many patients with the same name. If you are searching for a common name, you can also add patient DOB to your search criteria.
In the Appointment Scheduler window, choose User Preferences > Booking Display Settings > Display DOB in Patient Search.
To see the patient’s DOB beside their name on search lists, use the advanced search. See Searching for hard-to-find patients using an advanced search.
It is easier to view patient names and DOBs in the Advanced Search window.
Displaying a patient's primary provider in patient searches
Another way you can determine that you are selecting the correct patient is to show the patient’s primary provider in patient searches.
In the Appointment Scheduler window, choose User Preferences > Booking Display Settings > Display Service Provider.
Including inactive patients in patient searches
You may need to include inactive patients in your searches, such as a patient who is listed as a long term care patient or a patients who deceased in the last month but you still need to attach a document to their chart.
In the Appointment Scheduler window, choose User Preferences > Booking Display Settings > Include Inactive Patients in Search and choose an option. The search results display inactive or archived patients.
Tip: You can find this inactive/archive information on the Other Demographics tab in the Patient Maintenance window.
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