The Patient Search analytics dashboard allows you to find patients using patient data or information on appointments, encounters, prescriptions, Qnaires, providers, etc. You can use it to get a list of patients with a specific trait or who match a set of criteria.
For general information on how to use Analytics, refer to Analytics dashboards.
📌 Note: Only active patients are included in the report. To search for inactive patients, use the Patient Search - Archived dashboard.
Steps
1. From the main menu, click Analytics.
2. In the Dashboards search field, start typing "Patient Search", and select the Patient Search dashboard.
3. Set your filters (see Filtering analytics dashboards).
You can search patients using patient data or information on their providers, appointments, encounters, prescriptions, Qnaires, bills, forms, lab results, etc.
The most commonly used filters are visible; click More to view all other available filters.
Click here to view a few of the filters available.
Click here to view a few of the filters available.
Patient data:
PHIN: Patient's Personal Health Identification Number
Gender: Gender of the patient
Age: Age of the patient
Postal Code (First 3 Digits): First three digits of the patient's postal code
Status Tags: Tags added to the patient record. Available values depend on your clinic's patient settings (Settings > Patient > Status Tags).
Providers:
Primary Physician: Patient's primary physician
Referring Practitioner: Patient's referring practitioner
Appointments:
Appointment Type: Appointment type of any appointment booked for the patient
Appointment Date: Date on which the appointment was scheduled
Appointment Practitioner: Provider under which the appointment was booked
Encounters:
Encounter Date: Date on which the associated appointment was scheduled or the encounter note was created
Encounters Signed Off: Whether or not all the encounters in the patient chart have been signed off
Prescriptions:
Medication Date: Date the prescription was written
Medication End Date: End date of the medication prescribed
Medication Name: Name of the medication prescribed
Qnaires:
Qnaire Date: Date the Qnaire was completed
Qnaire Name: Name of the Qnaire
Qnaire Score: Score of the completed Qnaire, if applicable
Billing:
Billing Date: Date of the visit
Billing Code: Code of the service provided
ICD Code: Code of the diagnosis linked to the bill
ICD Description: Description of the diagnosis linked to the bill
"Patient Data" filters work in a specific way. You can use them to get any information available in the patient chart. You must use the Patient Data Field filter in combination with another Patient Data filter (e.g. Patient Data Value, Patient Data Value Numeric):
In Patient Data Field, select the category or location of the patient data field. The name of the field follows this structure: Category|Property|Entity (e.g. Demographics|Contacts|Email).
In Patient Data Value, or any other patient data filter, select or enter the value you want to filter on. For example, if you selected the Demographics|Contacts|Email field, you could enter "test@telus.com".
💡 Tip: We recommend you use the contains condition for best results.
4. At the top of the window, click the Load icon. The dashboard is displayed.
The list of all patients who match your search criteria is displayed. The total number of patients also appears at the top of the report.
5. To access a patient chart, click the ID in the first column, then Patient chart. It opens in a new browser tab.
6. To export the data from the report, hover over the report tile, click the menu icon in the top-right corner of the report and select Download data. For more information, go to Downloading data from analytics reports.
Updated October 25, 2024