Selecting a Patient

To select a patient from Consultation Manager you can use the following:

During an appointment session:

  • Select Appointments List and double click on the patient required. The patient's record displays.

Note - Double clicking from the Appointment list starts a consultation and changes the patient status to In Consultation.

At any time:

  1. You can either:
    • Select Select a Patient ,
    • Press F3 on your keyboard, or
    • Select Consultation - Select a Patient.
  2. The Select Patient screen displays, change the Search Attribute if required using the down arrow and then enter the first few letters of the selected criteria in Search Details:

  3. Select Find .
  4. The Select Patient screen displays with the search results:

  1. Locate the patient you require and either double click on them or highlight the patient required and select OK. Use the right horizontal scroll arrow to view further patient details off-screen on the right.

  2. The patient's record displays.

Common ways to find a patient:

  • Search Attribute - Select Surname.
  • Search Details - Enter the first few characters of the patient's surname a space and their initial.
  • Select Find , or press <Enter>.
  • Search Attribute - Select Date of Birth.
  • Search Details - Enter the date of birth as n.n.nnnn, you need not enter a whole date, but just a year to list all patients born in that year, for example type in 1924 to find all patients with 1924 dates of birth.
  • Select Find , or press <Enter>.
  • Search Attribute - Select Surname.
  • Search Details - Enter a part surname, space, part forename, space, then year of birth, for example 'galb cha 1989' for Charles Galbraith 1989.
  • Select Find , or press <Enter>.
  • Search Attribute - Select NHS Number/CHI Number/H+C Number.
  • Search Details - Enter the number of the patient required.
  • Select Find , or press <Enter>.
  • Search Attribute - Select Road Name.
  • Search Details - Enter either a partial or full road name, this is not case sensitive, for example, to find all patients in Lingfield Close, enter 'ling' to find all road names that match, Lingfield Close, Lingfield Road etc.
  • Select Find , or press <Enter>.
  • Search Attribute - Select House name.
  • Search Details - Enter the house name or number.
  • Select Find , or press <Enter>.
  • Search Attribute - Select Road Name
  • Search Details - Enter the name or number, a semi-colon, then the street, for example, 10;high street, 12;high road, victory mansions;bond street, vict;bond st.
  • Select Find , or press <Enter>.
  • Search Attribute - Select Vision Identifier.
  • Search Details - Enter the unique Vision Identifier for the patient required.
  • Select Find , or press <Enter>.

Once the patient is selected, their name and demographic detail displays at the top of the screen, see Consultation Manager Setup - General for details.

If the patient you select is marked as a Sensitive Patient and you do not have permission to access them, a warning message displays, select OK to accept:

See Active Patients Only and Options, Selecting a Patient - Branch Patients Only, and Patient Details Display for further details.
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