Search for a Patient
When
searching for a patient, you can only view patient information on a need-to-know
basis. What patient information you are allowed to view is based
on your role. Typically, you are restricted to viewing patient information
only for those patients assigned to the station or stations that has/have
been assigned to your User ID.
Note:
An
employee cannot view their own data.
- From
the Patient drop-down menu, select Search
for Patient to display the Search
for Patient screen.
- Enter
information into the fields and click Find to display the patient
information or a list of patients in the lower part of the screen
that match the search criteria. You can search by entering as much
of the information as you know:
- The first initial of the last name, plus the last 4 digits
of a social security number
- Social Security number (complete in xxx-xx-xxxx format)
- Last Name
- First Name
Note: You must enter at least
the first initial or last 4 digits of SSN, last name, first name OR full
SSN to execute a Patient Search.
- If patient record is labeled as Sensitive Patient, the SSN and
DOB are masked
- If the system returns more than the maximum number of records allowed,
the complete list of records will not display. You can filter the
search criteria further (described below), or search for the patient
in VistA.
- The system will display the Perform
Batch Actions button at the bottom of the search results list.
See the Perform Batch Actions for
Patients section.
If the system cannot find a patient:
- If the system cannot find a patient that matches the criteria you
entered, you will get the following message: “No matches found for
the criteria entered. Validate or expand your search criteria.” Click
Close to exit out the message box. The system will display
an additional Find
in VistA button. VistA requires at least three letters of the
last name, OR the full SSN, first name, and Date of Birth to perform
a search. Enter the search criteria and select the Find in VistA
button.
- The screen will refresh with the VistA results displayed. If no
records match criteria, a message will display. Validate or relax
your search criteria and try again.
- Select the VistA patient you wish to work with by selecting the
Name link which navigates
to the Patients Profile screen.
- Once a patient is selected, the system will check to see if the
patient is:
- A known patient to PCMM for the local
station (no further action is required
- A new patient to PCMM
- PCMM will display the patient’s Last Name, First Name, Middle Name,
Suffix, Gender, SSN, DOB, DOD, Street and City. If the patient record
cannot be imported into PCMM, a message will display.
- Choose Select to validate
the patient record; the Patient
Profile is displayed.
Note:
Once a patient is pulled into PCMMR from VistA, the patient will no longer
appear in the VistA search results, only in the PCMMR search results.
The patient will not appear in both search results lists.
See also:
Batch Actions for Patients
View a Patient Profile
Assign a Patient
to a Team
Un-assign
a Patient from a Team
Update_Review
Multiple PCP Requests for a Patient