To access the Patient Lookup window, do one of the following:
From the Main toolbar, select the Patient button.
From the File menu, select Select Patient.
The Patient Lookup window appears.
Enter Search Criteria to find the desired person or patient. Multiple parameters can be used. For example, enter part of the last name, part of the first name, and birth date.
Note: Fields with a "lightning bolt" indicator are for direct match searches and cannot be used with other search criteria.
Select Find.
Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched.
All existing person and patient records that match the search criteria entered display in the Matching Records list.
If no records are found, the following message appears: No records were found!
To perform a new search using different criteria, select Clear.
To add a new person or patient after verifying a record does not already exist, select New.
To close the window without selecting a person or patient, select Close.
To select a person or patient in the Matching Records list, do one of the following:
Highlight the person/patient and then select Open.
Double-click the person/patient.
If a person was selected, the Add Patient Information window opens.
If a patient was selected, the patient's chart opens.
Note: When the Warn on multi edit option is enabled on the Practice Preferences EHR tab, and another user is trying to access the same patient chart, the Patient Chart Access window appears (see View Patient Chart Access by Other Users).
