Identify Patients Using Advanced Search
The Advanced Search tool helps you find exactly what you need - from simple look-ups 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 Use Advanced Search
Navigate to Edit > Advanced Search. The Advanced Search window has five tabs to apply various filters.
- Patient Demographics:
- Search by core details such as age, sex, health fund, and other basic patient information.

- Referrals:
- Identify patients with an unused referral issued between the current date and a nominated date.

- Clinical:
- Shows anyone with "admitted" status in the Hospital module.
- If you use the Prescribing module, you can search by medication.

- Custom Data:
- Identify patients based on targeted data exports available in Admin > Export Data.
- Search based on custom fields you’ve created and assigned to patients.

- Other:
- Enter a list of HealthTrack Patient IDs directly.

Performing a Search
- Apply your filters - for example: Male patients, aged 65–75, prescribed Lipitor.
- Select
Perform Search. - A Patient Worklist appears, showing all patients that match your criteria.