Improved patient search

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Development Project Status: Completed

Total cost estimate (ex-Tax): 
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Project description: 

This project will replace the existing patient search facility used in Patients - Information and Patients - Medical Records with the customer based one

This will allow patient selection by customer, patient and/or contact.

If a customer is already selected:

  • the Search field will contain the customer identifier
  • all patients for the customer will be listed
  • the focus will be in the Patient field
  • the Search can be changed to search on a different customer

If no customer is selected:

  • the focus will be in the Search field, to allow customer entry.

Results Display

If the Search field has the identifier of the current customer, then the results will display the:

  • patient identifier
  • patient name
  • patient description

If the Search field is anything else, then the results will display the:

  • customer identifier
  • customer name
  • patient identifier
  • patient name
  • patient description

Active Search

The Active drop down will allow searches for active or inactive or both active/inactive patients. Only active customers will be queried.
To find inactive customers, the customer search must be used in the customer workspaces (Customers - Information etc).



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Re: Improved patient search

Hi Tim,

If the customer is already selected will the prefilled search field for the customer be editable so that a different customer can be chosen if desired??


Otherwise sounds great. 





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