Creating a Search

These are the basic steps to creating an ad-hoc search:

1. From Search and Reports, select Ad-hoc search .
2. The SEARCH: New Search screen displays.
3. Optionally, double click in the Group Input box to select a patient group to base the search on, for example, all diabetics.
   The group could be from Clinical Audit, patient groups or created from a previous search.
   See - Selecting a Group.
4. Enter the Search Details, for example, permanent and applied patients and Systolic Blood Pressure over 150.
   • Define patient selection
     Choose to search on all patients or for example, permanent and applied. See - Patient Details.
   • Add entity
     Select the data categories you want to search on, for example, blood pressure. See - Add Entity.
   • Add further entities as required
     For example, add the weight entity to the blood pressure search to find patients with a high BMI.
   • Options
     This can be used to define include / exclude patients with certain criteria. For example, exclude patients with a current repeat medication in a specific drug class. See - Include / Exclude Options.
5. Refine the Report Details.
   • Add entity
     This includes additional information on the report, for example, medication. See - Report Details.
   • Matches
     Define whether to look at the latest entry, for example, only the patient's last blood pressure. See - Matches.
6. Optionally, double click in the Group Output box to save the results as a patient group.
   This allows you to use the group in a future search or generate letters / recalls.
7. Choose the Report Output.
   Define view, printed report or export the data. See - Report Output Overview.
8. Select Run to generate the search.
9. If required, select Save to save the search for future use.

Menu Options

File

• Save and Save As - Save the report, or Save As to save under a different name.
• Report on Last Search - If you have run a search, and want now to use a different report format, use this option rather than reprocessing the search.
• Exit - Return to the Search and Report menu without saving any criteria.

Edit

• Search Details - The menu options of Add Entity, Remove Entity, Selections, Include/Exclude Options, Show Entity, Show Attribute or Show Criteria.
• Report Output - For Summary or Standard report outputs, you can Edit Report Format.
• Report Details - Shows the menu options of Add Entity, Remove Entity, or Options.

Remove Entity and Options are greyed out unless an entity is selected.

Maintenance

• Age Bands - Define the age band groupings. See - Setting up Age Bands.