Search Patient Records - Simple

CareRight provides you with two options to Search:

CareRight produces results that matches your criteria against these fields:

  • Name and Last name
  • DOB - day or year
  • Medicare Number
  • CRN (external reference number) or MRN (whichever is applicable)
  • Patient Alias
  • Middle name
  • Phone Numbers

Simple Search

CareRight has a search tool that allows you to locate a patient record. You can search for patients using any of the following information:

Search Item

Description

Example

Name

returns patients with  a matching first or last name

"john" - returns patients with first or last name containing "john" (e.g. John, Johnston)

"john smith" - returns patients  with a first/last name containing "john" and a first/last name containing "smith"

 

Searching for double barrelled surnames:

Enter the surname in with quotation marks i.e. "Collingwood-Boots" or "De Vene"

 

DOB

returns patients with a matching Date of Birth

"1976" - returns patients with a DOB between 1st Jan 1976 and 31st Dec 1976

"01/01/1976" - returns patients with a DOB of 1st Jan 1976

"01/01/1976 john" - returns patients with a DOB of 1st Jan 1976 AND first/last name containing "john"

"01/01/1976 john smith" - returns patients with a DOB of 1st Jan 1976 AND a first/last name containing "john" and  "smith"

"1976 john smith" - returns patients with a DOB between 1st Jan 1976 and 31st Dec 1976 AND a first/last name containing "john" and "smith"

 

Medicare Number

returns patients with a matching medicare number

"1234567890" - returns patients with medicare number "1234567890"

"1234" - returns patients whose medicare number contains "1234"

 

Phone Number

returns patients with a matching telephone or mobile number

No spaces required

"04123454678" - returns patients with telephone or mobile number "04123454678"

"04123" - returns patients whose telephone or mobile number contains "04123"

 

Email

returns patients with a matching email

"john@clintel.com.au" - returns patients with email  "john@clintel.com.au"

"@clintel.com.au" - returns patients whose email contains "@clintel.com.au"

 

Patient Alias

(First Name & Last Name)

& Middle Name

Optional Search values

The Simple search will not search these fields unless the Global Setting in System Administration is set.

 

Refer to Administration>Global Settings>Enable Broad Name Searching.


 How to Perform a Simple Search

  1. In the Patients screen, type your search terms into the box.
  2. If you want to search archived/inactive patients, tick the box (these patients will have read-only records).
  3. Click Search.
  4. Matching patients display in the results grid.


Result: The required patient appears in results grid

If the required patient is in the list, click Show to load their record or Add to My Patients if you wish to add them to your My Patient List.

 

Result: There are too many results 

You may have entered search terms that are too broad. For example, a search of "smith" may return hundreds or thousands of results (depending on your client base size). Try searching again with more specific terms, such as DOB, Medicare number, phone number or mobile number.

 

Results: The patient doesn't appear in results grid

You may have entered search terms that are not correct or are too specific.

  1. Check that your spelling, dates and numbers are correct and search again.
  2. If there were no typos then try entering less terms and Search again.

 

Still can't find who you are looking for?

The Advanced Search provides additional search functionality.


For the archived patient record

Archived patient records can be still accessed and perform tasks like adding clinical notes, linking with contact records etc... This record will also appear on reports as well unless there is a filter to exclude this. Also, Archived patient records will not show in patient search unless the Include archived patients check box is checked