To quickly locate a patient file, use the Patient Manager option. For example using the Front Office tab the user can locate a patient file using:
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When you select the Patient Manager button you are presented with the Patient Manager screen which allows you to search for a patient file.
The Search criteria for the patient is entered in the search criteria section located on the left of the screen. Once the Apply Search Criteria button is selected the corresponding patients meeting your search criteria are displayed in the middle section of the screen. The selected patient basic information is displayed on the right.
To open the Patient file select the Open Patient File button.
The search criteria section at the left of the screen can contain one or more characters or search parameters. For example if you want to see all Patients having the last name of Smith you can enter Smith in the last name field and press the Apply Search Criteria button. You can also do a search for all Patients having a first name starting with the letter "a" and last name starting with the letter "m" by entering these characters in the appropriate fields.
The Other Search Criteria drop down field permits search by other items such as telephone numbers.
