Global Patient Search
Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for Patients/Guarantors across all Databases where the User has access. The table will display additional columns, and a Database Search field becomes available.
Select Global Search.
Select the Databases to search. If left blank, all Databases where you have access will be searched.
Enter applicable Filter Criteria, such as, part of the last name, part of the first name, DOB, etc.
At least one filter must be chosen to retrieve results.
Select Search.
The results for the Current Database will be listed first, and then the Other Database results.
Current Database and Other Database are designated on the list.
Select the Patient ID link to open a separate tab displaying the Patient Dashboard in the database where that Patient is located.
Select the Database ID link to open a separate tab displaying the Home Dashboard in the database where the Patient is located.
Hover over the Database ID to show the name of the Database.
Hover over the Insurance to show additional Payer information.
Select the Import link to add the Patient to the Current Database. The Import link will only display when the patient is in another database.
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