Searching for a Patient

The way you search for a patient depends on how you access Appointments:

• If you access Appointments through the Vision 3 Home screen you can search for a patient using the following options:

  • Surname - In full or part, for example, Smith or Smi.
  • Surname, Forename - You must use the comma between the names, for example, Smith, John.
  • Surname, Forename, Date of Birth - In full or part, for example, Smith, John, 1980.
  • Surname, Date of Birth - In full or part, for example, Smith, 091980.
  • Date of Birth - In full or part, see the following examples:
  Full Date of Birth

  You can enter the full date of birth in the following ways:

  • DDMMYY, for example, 9th December 1980 would be 091280.
    Note - Only valid for patients born within the last 100 years.
  • DDMMYYYY, for example, 9th December 1980 would be 09121980.
  • DDMMMYYYY, for example, 9th December 1980 would be 09DEC1980.
  Partial Date of Birth

  You can enter the partial date of birth in the following ways:

  • YYYY, for example,1980.
  • MMYYYY, for example, 091980.
  • MMMYYYY, for example, DEC1980.

• If you access Appointments from your Desktop you can search for a patient using the following options:

  • Surname - In full or part, for example, Smith or Smi.
  • Surname Forename - There is no comma between the names, for example, Smith John.
  • Date of Birth - In full or part, see the following examples:
    Full Date of Birth

    The full date of birth can be typed as:

    • DDMMYY, for example, 9th December 1980 would be 091280.
      Note - Only valid for patients born within the last 100 years.
    • DDMMYYYY, for example, 9th December 1980 would be 09121980.
    • YYYY-MM-DD, for example, 9th December 1980 would be 1980-12-09.
    Partial Date of Birth

    The partial date of birth can be typed as:

    • YYYY, for example,1980.
    • MMYYYY, for example, 091980.
  • Postcode - In full or part, for example, AB12 3CD or AB12.
  • NHS/CHI Number.

Sorting Patient Search Results

If you receive a high number of results, you can use the available sorting options to group the results and navigate them with greater ease:

To sort the patient search results:

1. Select the required sorting option, for example Age .
2. The search results sort accordingly.