Finding patients

Finding patients

Double click any appointment slot or highlight and press enter to bring up Patient List search screen. In the Search field:

Type part of the first and surnames e.g. “ jo smi”. First and last names can be in any order, separated by a space or comma.
NHI numbers or date of birth are also recognised automatically. Press F3 or use the drop-down list for other search options.

Press [Enter] to search.

Visitors have a yellow background.
Alert notes are in red.
Patients not seen in over 1 year are highlighted in the last seen date column. Blue dates are over a year old. Red dates are over 3 years old.
Tick [Show Inactive] to include transferred, deceased and inactive patients. These will have a grey background.
Reorder by any columns by clicking on column header.
Patients who are eligible for capitation but have no enrollment date have their enrollment date field highlighted in orange.

Filter any column by clicking on the funnel icon in the column header. Only those patients with the chosen value in that column will be displayed.

Highlight the desired patient and press [Enter].

Click on [New] to add a new patient.

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