Patient Search allows users to find specific patient records registered in the ADT system. This feature is used by healthcare professionals to locate patient information quickly and efficiently, ensuring accurate and timely access to patient data.
Where you can find this feature: PreAdmitTracking application, Clinical Operations, PatientTracking Portal, and TransportTracking™.
How Patient Search Works
Functionality
To search for a patient on the PreAdmitTracking application console, you must have the Access Patient Search permission. Search results display only patients whose assigned, home, current, or specialty locations are in units that are within your membership.
Accessing Patient Search:
Click the Patient Search icon.
Go to PreAdmitTracking application > Patient Search.
Go to Clinical Operations > PreAdmitTracking application > Patient Search icon.
If your health system is configured for multiple instances of the Capacity IQ® Solution, select the instance name > Patient Search icon.
Search Options:
At the top of the tab, in the list next to Search Text, select an option to search by (e.g., Last Name, Bed, Medical Record Number [MRN], Age, Visit Number, TeleTracking RTLS badge number, Social Security number).
In the Search Text box, type the first few characters of text to search for. For example, if you selected Last Name, type the first few characters of the patient's last name.
Search Filters:
If you select Bed, the records displayed will be filtered by the patient's home, current, and specialty bed location.
If a patient placement has a status of Assigned, records in the Patient Search List and Placement List views will be filtered by patients' assigned locations.
If a patient no longer has a home location, records on the Admits Today List and Patient Search List views are filtered by the patient's prior home location.
Executing the Search:
Click Search.
To return to the default display, click Clear.
Viewing Results:
In the Name column, click the patient's name to display the Patient/Placement Details window.
In the Requested field, click the red date and time to sort by the most recent requests.
Workflows
Searching for a Patient
Initiate Search:
Click the Patient Search icon or navigate to the appropriate application and select Patient Search.
Select Search Criteria:
Choose the search option (e.g., Last Name, Bed, MRN) from the drop-down menu.
Enter the search text in the Search Text box.
Filter Results:
Apply filters as needed to narrow down the search results.
Execute Search:
Click Search to display the results.
Click Clear to reset the search criteria.
View Patient Details:
Click on the patient's name in the search results to view detailed information.
Deactivating a Placement Request
Access Placement Tab:
Click a placement tab to display a list of patients.
Filter the list to display the patient whose placement you would like to deactivate.
Filter Placement List:
Use filters to display records for specific patients or beds.
Filter by requested dates, admit dates, or projected discharge dates within a certain date range.
Deactivate Request:
Follow the on-screen instructions to deactivate the placement request.
Advanced Filtering
Apply Advanced Filters:
Use advanced filtering options to refine search results based on specific criteria.
Exclude Patients with Unknown Locations:
Select the Exclude Patients with Unknown Locations check box to filter out patients without home locations.
Clear Filters:
Click Clear to remove all applied filters and reset the search criteria.
Searching by Current Location
Select the Patients Tab:
Go to TransportTracking™ > Patient List or TransportTracking™ > Patients tab.
Search by Current Location:
In the Current Location Filter section, click Browse to display the Find a Location dialog box.
In the Search Text box, type a few letters of the location name.
Note: The search finds locations containing the text you type. For example, searching for "out" could find Outpatient Waiting Area and South Wing Office.
In the Campus list, select the campus containing the location.
Note: Only the selected campus will be searched for locations.
The Units/Clusters list displays all units and clusters within the selected campus to which you have membership.
To select all units and clusters, select the Check All check box.
If not selecting all, choose specific units or clusters from the list.
Click Click to Search to display locations that match your criteria.
Click the … next to the Location Results box to display a list of location names, select the desired locations, and click Done.
In the Location Results box, click a location and then click Select Location.
Search by Patient ID, Last Name, or Social Security Number:
In the Patient Filter section, select the search criteria (Patient ID, Last Name, or Social Security Number).
Enter the corresponding text in the box.
Note: For social security numbers, type the entire number exactly as it appears in the hospital's database, including hyphens if applicable.
To exclude patients without home locations, select the Exclude Patients with Unknown Locations check box.
Click Search to display the results.
Searching by Patient Transport
Access Patient Transport Search:
Click the Patient Trans icon or go to TransportTracking™ > Patient Transport.
Go to Care Support > TransportTracking™ > Patient Trans icon.
If your health system has multiple instances of the Capacity IQ® Solution, go to Care Support > TransportTracking™ > [Instance Name] > Patient Trans icon.
Select Search Criteria:
In the Patient Filter section, select Patient ID, Social Security Number, or Last Name.
Enter the corresponding text in the box.
Note: For social security numbers, type the entire number exactly as it appears in the hospital's database, including hyphens if applicable.
For other criteria, you may include a % sign with the text to find partial matches (e.g., s% for last names starting with S).
Exclude Patients with Unknown Locations:
Select the Exclude Patients with Unknown Locations check box to filter out patients without home locations.
Execute Search:
Click Go to start the search.
Click Clear to remove all applied filters and reset the search criteria.
View Transport Request:
In the Patient ID column, click the patient's identification number to display the Transport Request page.
If the Patient Transport History page appears, the patient has an existing transport job. You can add a new job if the current job has not been dispatched. If dispatched, wait until all active jobs are completed or cancelled before adding a new job.
By following these steps, healthcare professionals can efficiently search for and manage patient records within the PreAdmitTracking application and related systems.