The Patient Search field is displayed in the upper left-hand corner of many windows throughout OP. From this field, you can search for a patient using a variety of options detailed in the hover-over. Upon basic search, the search grid displays matches for your search and also includes the patient ID, patient name (l,m,f), sex, DOB, home phone number, and primary contact. To the right of the Patient Search field in the Patient Chart, you can also quickly access the last five Patient Charts that you’ve recently closed by clicking the drop-down arrow.
Basic Patient Search
To view the search options, hover over the Patient Directory button. A list of patients who match your search are displayed in the grid.
Full Patient Search
To conduct a full search of the Patient Directory, click on the Patient Directory button. If you already have text entered into the search field, you'll then need to click the Full Search button. You can use a combination of any of the fields displayed in the image below to conduct your search. Columns can be added to or removed from the search results grid by clicking the Visible Columns button to the left of the column headers and selecting or deselecting the checkboxes.
Access to the Last 5 Patients
Click the drop-down to the right of the Patient Directory button to see a picklist of the last 5 charts that were closed.
The Patient Search field is displayed in the upper left-hand corner of many windows in OP.
- To view the search options, hover over the Patient Directory button.
- To conduct a full search of the Patient Directory, click on the Patient Directory button.
You can search for patients by:
- Last name
- First name
- Alternate ID/name
- Patient Status
Note: OP defaults to search for Active patients. If you are searching for a Patient who may have another status, such as Merged, Transferred, Inactive, etc., use the drop-down menu to select the appropriate status.
From full search of the directory, you can also view a snapshot of Patient and Insurance Balances, Demographic information, Contact information etc. The Columns can be edited by selecting the Visible Icons icon located to the far left of the window.
- You can also save your search preferences by clicking the Save Prefs button.