For health information managers: Finding a patient

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Finding a Patient

Use the patient list to locate a patient and open their record.

  1. Click in the Search patients... box in the upper-right corner of the LDA Patients page.

  2. Type all or part of the patient's name or Patient ID.

  3. Filter the search results by the patient’s gender, date of birth, etc.

  4. Review the matching patients in the table.

    Field / Column

    Description

    Patient ID

    The patient's identifier in the archive.

    First Name

    The patient's first name.

    Last Name

    The patient's last name. The list is sorted by this column.

    Patient Summary

    Shows Yes or No.

    DOB

    The patient's date of birth.

    Gender

    The patient's gender.

    Location

    The city, state, and ZIP code on file for the patient.

    Last Date of Service

    The patient's most recent date of service.

  5. Click Details in the patient's row to open their record.

To browse without searching, use the Rows per page menu and the page buttons at the bottom of the table. Click the refresh icon next to the page title to reload the list.

🔍 Troubleshooting Note: If a patient you expect doesn't appear, check the spelling and try searching by Patient ID. Patients who have archived documents but no Master Patient Form record are added to the list by a scheduled overnight process, so a patient whose documents were archived today may not appear until the next day. If the patient still doesn't appear, contact your administrator.


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