Search for a Patient

When searching for a patient, a user can only view patient information on a need-to-know basis. The role assigned to the user dictates the patient information they are allowed to view. Typically, a user is restricted to viewing patient information only for those patients assigned to the station or stations that has/have been assigned to their User ID.

Note: An employee cannot view their own data.

  1. From the Patient drop-down menu, select Search for Patient to display the Search for Patient screen.
  2. Enter the following search criteria:

Note: A user 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 the system cannot find a patient:

  1. If the system cannot find a patient that matches the criteria entered, the following message will display: “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.
  2. 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.
  3. To add the VistA patient, select the Name link which navigates to the Patients Profile screen
  4. Once a patient is selected, the system will check to see if the patient is:
  1. PCMM will display the patient’s Last Name, First Name, Middle Name, Suffix, Gender, SSN, DOB, Street and City. If the patient record cannot be imported into PCMM, a message will display.
  2. Choose Select to validate the patient record; the Patient Profile is displayed.

Note: Once a patient is pulled into PCMM Web from VistA, the patient will no longer appear in the VistA search results, only in the PCMM Web search results. The patient will not appear in both search results lists.

See also:
 
View or Modify a Patient Profile
 
Assign a Patient to a Team
 
Unassign a Patient from a Team
 
Multiple PACT Requests for a Patient