Patient Record

Using the Patient Selector Window

In the Patient Selector window, you can search for existing patients using the default Search By options or by using a custom query.  You can also use the filter options on the right side to include only patients who meet certain criteria.

The Search By options are:

• Name/Date of BirthName/Date of Birth

  You can use any combination of surname, forename, mobile number and Post Code.  At least one character or number must be entered in at least one of the fields.

• Telephone NumberTelephone Number

  You can search by telephone number, work number or mobile number.  At least one number must be entered to search for a patient.

• Patient CodePatient Code

  You can search for a patient using the number that is automatically assigned to the patient by R4+.

• NHS Number (England, Wales & Isle of Man)NHS Number (England, Wales & Isle of Man)

  If the patient's NHS number has been recorded on their record, you can use this option when searching for a patient.  At least one number must be entered to search for a patient.

• CHI Number (Scotland)CHI Number (Scotland)

  If the patient's CHI number has been recorded in their record, you can use this option to search for a patient.  At least one number must be entered to search for a patient.

• H&C Number (Northern Ireland)H&C Number (Northern Ireland)

  If the patient's H&C number has been recorded on their record, you can use this option to search for a patient.  At least one number must be entered to search for a patient.

The Filter options are:

• Current PatientsCurrent Patients

  Enables you to search for current patients or archived patients. You cannot search for both at the same time.

• Under TreatmentUnder Treatment

  Enables you to search for only patients with an open course of treatment.

• Return All PatientsReturn All Patients

  You can display a list of all patients.  If you use this filter, you cannot use any of the Search By options.

• NHS Patients OnlyNHS Patients Only

  Enables you to search for only NHS patients.

• Account Pending

• CurrentCurrent

  Include only patients with an outstanding balance that has been outstanding for less than 1 month.

• 1 month1 month

  Include only patients with an outstanding balance that has been outstanding between 1 month and 2 months.

• 2 months2 months

  Include only patients with an outstanding balance that has been outstanding between 2 months and 3 months.

• 3 months +3 months +

  Include only patients with an outstanding balance that has been outstanding for 3 months or longer.

• StatementStatement

  Enables you to print a statement for the patients who are displayed when using any of the Account Pending options above.

• Remember ResultsRemember Results

  Enables you to keep the results of your last search.

You can use multiple filter options at the same time to make your search results more specific.

 

Related Topics

Patient Banner

Toolbar Icons

Adding a New Patient

Archiving a Patient

Reinstating an Archived Patient

Adding a Patient Marker to a Patient's Record

Removing a Patient Marker from a Patient's Record