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 ICS / 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.
  

  See Creating a Search and Importing Searches for details.
  
• 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 An 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