How to find a patient
Different ways to Find a patient
- Use the
Find Patientbutton on the Demographic tab - Use the
Find PatientorChange Patientbuttons anywhere they appear in HealthTrack - Select Ctrl + F
- Navigate to Edit > Find Patient
Search Options
- Surname (with optional Sounds Like search for variations like Mac/Mc)
- Known as search (to search by the name a patient prefers to go by)
- Patient ID
- Invoice Number
- Medical Record Number
- Date of Birth
Best Practice for Surname Search:
Enter the first 3 letters of the surname + first letter of the first name.
How to search by DOB:
- Ensure Surname/Patient ID is selected under Search By.
- Enter the DOB only in the DOB field.
- Click Find to view matching patients.
Selecting a Patient
Click the patient’s name, then click Select Patient from List
or
- Double-click the patient’s name to open their Demographics screen directly.