You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

View Patient

Clinical users are able to view information about the patient.

To view Patient Detail information:

1. Click the Patients tab.

   The Patient search and a list of all Active patients with a setup date in the last 120 days is displayed by default. Click Active or Inactive filter options for custom display.

2. Select whether to search by the patient's Name, External ID, Patient reference or Device serial number. 

   Note:  Once the category to search by is selected, that option will remain the default search option for the remainder of the user's login.  It will return to the system-wide default upon the next login. 

3. When either the Search by Name, External ID or Patient reference are selected as the main search criteria, expanded search options are available.  Click the More options link located beneath the Search field.

   The Date of birth, Postal code and Phone number search fields are displayed, which allows for more detailed searching

4. Enter the main search item in the upper Search field and, if desired, enter the expanded search information in the respective Search field, then click the Search button.

   Note: When searching by Date of birth, the entered date cannot be in the future and must be in the correct date format as displayed beneath the field.

   Note: When searching by Postal code, the entry must be an exact match for the data entered into the Search field.

   Note: When searching by Phone number, only numeric text is allowed in the Search field and the entry must be an exact match for the entered data in order to be displayed in the Patients list.

   Note: The Search button is disabled until valid search criteria is entered into one or more of the additional search fields.

   Note:  The Mask Suggestion icon displays when a Mask Selector suggestion is available for the selected patient.  

   Note: If a patient doesn't appear in the search results, an Extend Search feature may be available if enabled in the dashboard. If enabled, click Extend Search to expand extended search option. Enter the patient's Date of birth, review the patient care provider terms, agree to the terms by checking the box, and click Extend Search. If a possible match exists, confirm one of four patient-related settings (last 4 digits of phone number, email address, street address, or last 5 digits of device serial number). If this data matches patient's information, temporary access is granted to view patient record. If this data does not match patient's information, the following message is displayed: Your search did not return any results.

   Note: Successful use of Extend Search will be recorded in the Patient Activity Log.  This will also cause a Temporary Patient Access task to be generated for the patient's provider.

5. Click the desired patient name to open the Patient window or right-click on the patient to select Open Link in New Tab or Open Link in a New Window.
   Patient information displays for the selected Patient.

6. To view specific patient details, click the icon () next to the patient's name to display information in these categories: Identity, Contact Information, Care Team, Health Statistics and Rules and Reminders.

   Patient information displays.

   Note: Custom only appears if your organization is tracking customized information for patients.

   Note:  The patient details include system used, setup date, last usage date and most recent (last) connection date, which only appears after a connection is made. This date updates with each connection and may not always match the last usage date (e.g., device makes a connection to Care Orchestrator, but device was not used).

   Note: To edit patient details, see Edit Patient.

    

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