Identify Patients Using Advanced Search
The Advanced Search tool helps you find exactly what you need — from simple lookups to highly specific patient cohorts.
What Advanced Search Can Do
- Quick lookups: Search for a patient using just a phone number.
- Detailed queries: Find, for example, all male patients aged 65–75 who are prescribed Lipitor and enrolled in the Drug Study within a set date range.
You can also combine existing data reports from the Export Data section. For instance, using the Echo Data export, you can search for patients who:
- Have an Ejection Fraction below 50%
- Are female, over 50 years old
How to Access Advanced Search
Navigate to the Edit menu and select Advanced Search.
The Advanced Search window has five tabs to apply various filters.
| Tab | Usage |
|---|---|
| Patient Demographics tab | Search by core details such as age, sex, health fund, and other basic patient information. |
| Referrals tab | Identify patients with an unused referral issued between the current date and a nominated date. |
| Clinical tab | Currently Admitted Patients: Shows anyone with "admitted" status in the Hospital module. Patients on Medication: If you use the Prescribing module, you can search by medication.
|
| Custom Data tab | Data Exports: Identify patients based on targeted data exports. Custom Fields: Search based on fields you’ve created and assigned to patients. |
| Other tab | Enter a list of HealthTrack Patient IDs directly. |
Performing a Search
- Apply your filters — for example: Male patients, aged 65–75, prescribed Lipitor, in the Lipitor Study.
- Select Perform Search.
- A Patient Worklist appears, showing all patients that match your criteria.