Selecting a Patient

The Patient Select screen allows you to search for a patient using various criteria including surname, date of birth and NHS/CHI number.

The selected patient's demographics display in the Patient Banner:

Note - If you already have a patient open and you select a different patient, the currently selected patient record closes.

Running a Basic Patient Search

  1. From Vision360 Shared Appointments, select Select Patient .
  2. In Search Criteria, enter all or part of the patient's surname, optionally forename and/or date of birth:

  3. Select Search.
  4. Highlight the patient required and select OK.

Running a Detailed Patient Search

To run a detailed patient search:

  1. From Vision360 Shared Appointments, select Expand V360_Expand_Icon to display more search options, including Address, Postcode and NHS/CHI Number:

  2. Enter patient details.
    Note - To search by postcode, you must enter a minimum of two characters in Postcode.
  3. Select Search.
  4. Highlight the patient required and select OK:

Deselecting a Patient

You can deselect the patient in displaying in the Patient Banner by either:

  • Selecting another patient, or

  • Selecting Close Patient .

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.