Patient Search

Produces a list of patients matching a complex set of user-defined search criteria.

Procedure

  1. From the Clinical front screen, select Search > Patient.
  2. In the Patient Search window, enter your search criteria. As you select or define the search criteria, Search Criteria displays the query you are building.
    Tip:
    Before you enter your search criteria, in the Patient Search window, Search Criteria displays All Patients.
    Age: Greater Than or Equal To
    The upper limit of the age range for the search. If this field and Less Than or Equal to are both blank, the search finds patients of all ages. To find only patients of one age, for example all 30-year-olds, enter the same age in each field.
    Age: Less Than or Equal to
    The lower limit of the age range for the search.
    Sex at Birth
    The patient's sex at birth.
    Transgender
    Whether the patient has had or is undergoing transgender procedures.
    Pregnant
    Whether the patient is pregnant.
    ATSI
    Whether the patient identifies as being of Australian Aboriginal and/or Torres Strait Islander origin.
    Smoker
    The patient's smoking status.
    Occupation
    The patient's occupation. The list contains all occupations of patients listed in your patient database.
    Other demographic criteria
    The patient's demographic information, for example, their name, addresses, city, Medicare number or pension/DVA status.
    Drug/Condition
    Select a search option button, type the search criterion into the text box, then click Add To Search Criteria
    • Currently taking drug searches the patient's Current Medications list.
    • Currently taking drug from class searches the patient's Current Medications list for the drug class.
    • Previous script for drug searches the patient's Old Scripts list.
    • Condition searches the patient's Past Medical History.
    • Symptom searches the symptoms recorded in the Progress Notes (using the History button).
    • Sign searches on signs recorded in the Progress Notes (using the Examination button).
    Note:
    If Progress Notes are not enabled for this computer (via Progress Notes Options), the Condition, Symptom, Sign, Seen By and Not Seen Since criteria are not available.
    OR
    To search for patients taking combinations of drugs or with combinations of specified conditions, select OR. Hold down the Ctrl or Shift key and select multiple drugs. Click Add to Search Criteria.
    Tip:
    In this context, the word "condition" does not refer to the patient's medical condition. It refers to the state of a logical expression, that is, NOT, AND, OR, or XOR.
    NOT
    Search for patients who are not taking the specified drugs or do not meet the specified condition. Set NOT, then select the search criteria.
    Add to Search Criteria
    Click to add the criteria you specified to the search criteria.
    Seen By

    The practitioner who saw the patient, or all practitioners. This enables the From and To edit boxes.

    From/To Date
    The date range when the patient visit occurred.
    • To search for all dates, leave the From field blank. Enter today's date in the To field.
    • To search for a specific date range, enter the From date and To date.
    • To search on a specific date, type the same date in the From date and To date.
    Not Seen Since

    The latest date when the patient was seen by a practitioner.

    Custom Field 1, Custom Field 2, Custom Field 3

    Searches the three custom fields in the Notes section of the Patient Details window.

    Search

    Performs the search based on the specified criteria.

    Clear

    Clears the criteria from the Patient Search window.

  3. Click Search. The Search Results window lists the patients who match the search criteria.
  4. In the Search Results window, you can:
    • Mark all patients in the search results as inactive by clicking Inactivate Patients This button is available only if the search included Not Seen Since.
    • Open a patient's record in the Clinical Window by selecting them and clicking Open.
    • Create recalls for all patients in the search results by clicking Add Recall. See Adding, Editing, and Deleting Recalls for information about adding recalls.
    • Save the search results in a database file by clicking Save. Specify the name and location for the file.
    • Print the search results by clicking Print.
    • Print a set of labels for all patients in the search results by clicking Labels.
    • Print a letter for each patient in the search results by clicking Mail Merge.
    • Remove patients from the Search Results window by selecting them and pressing Delete on your keyboard. The patient is removed from the Search Results window but not from the database.
    • Close the Search Results window by clicking Close.