Select 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.

When a patient is selected their demographics display in the Patient Banner.

Note - If you already have a patient open and you choose a different patient, the currently selected patient record will be closed.

Patient Search

  1. Select the Select Patient button.
  2. Entering all or part of the patient's surname, optionally forename and/or date of birth in the Search Criteria box:

  3. Select Search.
  4. Select the patient and click OK.

Detailed Patient Search

  1. Select the Expand button V360_Expand_Icon to activate more search options, which include Address, Postcode and NHS/CHI Number.
  2. Enter patient details.
    Note - To search by postcode, a minimum of two characters must be entered in the Postcode box.
  3. Select Search.
  4. Choose the patient and select OK.

Deselect Patient

The active patient showing in the Patient Banner can be deselected by either choosing another patient or selecting the Close Patient button.

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