Patient Search

MedSuite presents the user with a tabbed dialog that searches for a patient by a variety of different criteria. Once a patient has been selected, the user is presented with the demographics in patient context.

The Enhanced Search List option from Practice Setup is implemented in Patient Search. If the Enhanced Search List option is "on", the search will retrieve the oldest Visit Date with a balance or if there are no Visits with balances, it will pull the most recent Visit Date, the sum of all Visit Balances for the Patient, and the Division from the oldest Visit with and open balance. In addition, if a patient has a Visit in Collections, the item in the Patient Search List will be displayed in Red.

Optionally, the ability to select only Patients with balances is available as well. The check-box labeled "Display Zero Balance Accounts" gets its initial value from Practice Setup. The user may override this value (include or exclude) on any given search.

Note: Running a search using Enhanced Search List or excluding Zero Balance Accounts is

slightly slower than the non-Enhanced Search List and including all accounts. The

reason for this is that the Enhanced Search is more complicated and performs additional

Quick Search	The user may key in a data value that will be used to search a variety of fields for matching patients that will be displayed in the grid on the Search tab.
Advanced Search	The user may tell the search which fields to search in rather than let the Quick Search decide which fields to search. Matching patients will be displayed in the grid on the Search tab.
Display Zero Balance Accounts	This check-box defaults from the Practice Setup option and controls whether accounts with zero balances are retrieved by the search or not. Patients that have no charges are not considered "zero-balance" patients and will always be returned by the search.
Search Type	The Search may be told to retrieve patients meeting the search criteria.
Display Last Year Only	The Search will only retrieve patients added in the past year.
Show Patients from All Practices	The search may be told to search within the current practice (as indicated by the practice selector) or it may be told to search across all practices. If a patient is selected (double-click or Ok Button) from a practice other than the current practice, the user will be asked if they wish to open the patient and change the current practice. If the user clicks on the Copy Wizard button, the Copy Wizard dialog will be presented. The user can copy the patient from the currently selected practice or from a different practice as a new patient in the currently selected practice.
Message Line	A message will be displayed indicating how many patients meet the search criteria entered.
Copy Wizard	Invokes the Copy Wizard dialog that allows the user to copy a patient from the currently selected practice or from a different practice as a new patient in the currently selected practice.
Search Button	(Re)Executes the search based on the Quick Search or Advanced Search criteria entered.
New Button	Executes the New Patient Wizard.
Ok Button	Opens the patient currently selected in the Search grid.
Cancel Button	Closes the Patient Lookup dialog without selecting a patient