Find a patient - Revision history

Charlie Garner: /* Find a Patient - Smart Search */

2022-08-04T15:29:37Z

Find a Patient - Smart Search

← Older revision		Revision as of 15:29, 4 August 2022
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	=~~= '''~~Find a Patient - Smart Search~~''' =~~=		= <big>Find a Patient - Smart Search</big> =
	'''1)''' You can find a patient from anywhere in Pearl. Go to the top left and click on the magnifying glass icon.		'''1)''' You can find a patient from anywhere in Pearl. Go to the top left and click on the magnifying glass icon.
	[[File:Find a Patient 1.png\|none\|thumb]]		[[File:Find a Patient 1.png\|none\|thumb]]

Charlie Garner at 10:55, 4 August 2022

2022-08-04T10:55:37Z

← Older revision		Revision as of 10:55, 4 August 2022
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	== Find a Patient - Additional Options ==		== Find a Patient - Additional Options ==
	~~'''◉'''~~ You can search for patients that are active or inactive by toggling the "Active Only" tick box
			* You can search for patients that are active or inactive by toggling the "Active Only" tick box

	[[File:Active Only1.png\|none\|thumb]]		[[File:Active Only1.png\|none\|thumb]]
	~~'''◉'''~~ You can also search by [[Claim Reference Number]] or Invoice Number (Invoice Number can be found on a Treatment Plan printout). This can be set from the "Search For Patients By" Dropdown:
			* You can also search by [[Claim Reference Number]] or Invoice Number (Invoice Number can be found on a Treatment Plan printout). This can be set from the "Search For Patients By" Dropdown:
	[[File:Smart Search.png\|none\|thumb]]		[[File:Smart Search.png\|none\|thumb]]

Charlie Garner: Created page with "== '''Find a Patient - Smart Search''' == '''1)''' You can find a patient from anywhere in Pearl. Go to the top left and click on the magnifying glass icon. thumb '''2)''' This is the 'Search for a Patient' page. By default it will use "Smart Search" meaning you can find patients by entering any of the following: * ID Number * Forename or Surname * Date of birth * Home or Mobile number * Postcode * Email '''3)''' Once you start typin..."

2022-08-04T10:54:49Z

Created page with "== '''Find a Patient - Smart Search''' == '''1)''' You can find a patient from anywhere in Pearl. Go to the top left and click on the magnifying glass icon. none|thumb '''2)''' This is the 'Search for a Patient' page. By default it will use "Smart Search" meaning you can find patients by entering any of the following: * ID Number * Forename or Surname * Date of birth * Home or Mobile number * Postcode * Email '''3)''' Once you start typin..."

New page

== '''Find a Patient - Smart Search''' ==
'''1)''' You can find a patient from anywhere in Pearl. Go to the top left and click on the magnifying glass icon.
[[File:Find a Patient 1.png|none|thumb]]
'''2)''' This is the 'Search for a Patient' page. By default it will use "Smart Search" meaning you can find patients by entering any of the following:

* ID Number
* Forename or Surname
* Date of birth
* Home or Mobile number
* Postcode
* Email

'''3)''' Once you start typing any of the patients information Pearl will start the search after you have entered 3 characters.
[[File:Finding a patient.png|none|thumb|635x635px]]
'''4)''' Finally double click onto the patient and it will take you to their [[Patient Details Page]]

== Find a Patient - Additional Options ==
'''◉''' You can search for patients that are active or inactive by toggling the "Active Only" tick box
[[File:Active Only1.png|none|thumb]]
'''◉''' You can also search by [[Claim Reference Number]] or Invoice Number (Invoice Number can be found on a Treatment Plan printout). This can be set from the "Search For Patients By" Dropdown:
[[File:Smart Search.png|none|thumb]]