Patient Search

Patient search for Integrated EHRs

Kristy Koyle avatar
Written by Kristy Koyle
Updated over a week ago

If your EHR is integrated for Patient Search, you can get your patient details quickly associated to a message.

Patient Search is available in My Intake for indexing received messages prior to using Download to EMR, and in Release and Desktop for identifying messages prior to sending.

To perform a patient search in My Intake or Release:

  • Click the magnifying glass to the right of Patient Details.

  • Search by First Name, Last Name, Date of Birth, Patient ID, or MRN.

  • Select the patient.

  • The patient detail fields will be populated with information from your EHR.

Example of performing a Patient Search from My Intake.

To perform a patient search in Desktop:

  • Click the magnifying glass to the right of Patient Details.

  • Search by First Name, Last Name, Date of Birth, Patient ID, or MRN.

  • Select the patient.

  • The patient detail fields will be populated with information from your EHR.

Example of performing a Patient Search from Desktop.

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