An Overview of Searches

You can search for data entered in Consultation Manager or Registration in the following ways:

• Ad-hoc searches - These are defined by your practice or can be imported from a CCG / Health Board or another practice. You can sort the list of ad-hoc searches by name or date, and filter by user, date range or keyword in description.

  See Creating a Search and Importing Searches for details.
  

• Template Searches - These are pre-defined searches for you to use as a starting point when creating your own searches. Select the one you require from Templates, using Save As, save it with your naming convention and then edit it as required.
  

• Batching and Scheduling searches - Group searches together in a folder, and process as a batch.
  See Creating Search Folders / Batches for details.

• By Registration detail - Searches can be based on either the whole patient database or a sub-section of patients according to, for example, age, sex or registered GP.

  See Example Basic Ad-Hoc Search for details.

Viewing Existing Searches

From Search and Reports, select a green heading of any category, such as Ad-Hoc Search & Reporting to expand the list of existing searches. Select again to close the list:

The last run date displays along with the following symbols:

• Search Details - select to view the search
• Patient Group created- select to view
• Report printed
• Report viewed on screen