Patient/Guarantor/Policy Holder Lookup Fields
Last and First Name: Only use the first few letters of the first and last name in case the name is spelled differently in your System.
DOB: Date of Birth
Sounds Like: If you are unsure of the spelling of the name, use Sounds Like to find the Patient/Guarantor/Policy Holder.
SSN: If it was entered.
Chart #: Usually the number that is used in your Clinical Documentation or old PM. Phone: Patient or Guarantor's phone number
Patient ID: Number that is assigned to the Patient by the System
Guarantor ID: Assigned by the System.
Provider ID: This is the ID that was assigned to the Provider during setup.
Additional criteria
Include Policy Holders/Contacts: Select this option for the results to include Policy Holders and Contacts that are not registered as Patients.
Exclude Submission Names: Names that were entered for individual Insurances with a different name on the Insurance card.
Inactive Patients: Include or Exclude inactive patients.
Global Search: This is only visible if you have access to more than one database.
Search: Click to Search for the Patient.
Recently Accessed: Lists the recently accessed patients with the last patient accessed at the top of the list.
Patients and Non-Patients Designation
On the Find Patient/Guarantor screen, Patients and Non-Patients are separated and labeled with a green bar before each section.
Sorting the Patient List
The list of Patients can be sorted by clicking any of the column Titles.
- To sort alphabetically by the Last Name, click the column title, Last Name, twice.