Creating a Basic Ad-Hoc Search

This example takes you through creating a search to find permanent and applied patients, with an accidental fall in the last 12 months.

1. Select the Ad-hoc search button from the toolbar.
   The New Search screen displays.

   

2. Select the Patient Details entry in the Search Details box.

   

3. Then select the Selections button.
   The Criteria Select screen displays.
4. The Criteria Select includes extensive options, giving you the ability to define your search.
   For our report we want to find permanent and applied patients so need to search on Registration Status.
   Scroll until you see Registration Status in the list, and select.

   

5. Select the Add New button, to choose which registration status to search on.
6. Choose Applied and scroll down the list to select Permanent.
   The criteria updates on the left hand side as you add items.

   

7. Select OK to add.
   The main search details update.
8. Select the Add Entity button next to Search Details.
   The Select from Group screen displays.
9. We want to search for a medical history item, so double click on All other Clinical Data, and again on Medical and Family History folder.

   

10. Select Medical History and click OK.
    The Search Details refresh.
11. In the Search Details box, select Medical History and then select the Selections button.

    

12. In the Criteria Select box, choose Date of Event and select Add New.
13. We are looking for an event in the last year, so select After, and enter T-1y (Today - 1 year) in the box.
    If you leave the tick in the Inclusive box this includes today.

    

14. Select Add New, to add more criteria.
15. Scroll down until you see the Read code for general entity option, and select.
16. Select Add New.
17. Type in the clinical term directly (this is case sensitive), in this example TC, as we are searching for Accidental Falls.
    Alternatively choose Read Select to find the clinical term by either hierarchy or keyword.
    

    

    Note - If you leave the Hierarchy and Synonyms box ticked the search returns any matches below this entry in the hierarchy.
18. Select OK to update the Search Details.
19. Select Run to generate the report.
20. Optionally, select Save As to save the report for future use.