Client Search
Separate Client Search Form. To search:
- Click Registration Form when there is no client in context (on the Yellow Bar)
- Click New Search on the Client Registration Form to invoke Client Search Form.
Improved search functionality
- Will automatically search for the client’s preferred first name or preferred last name ("Name to Use") as well as given name
- Will automatically search for the client’s Alias names
Wildcard Search
- Use Searching Options:
- Begins with
- Equals to
- Ends with
- Contains
Separate search of Demographics OR by ID. This makes it clearer to the user that a search cannot
combine an ID and demographics.
Client Registration Form
The Client Registration Form has improved functionality:
Workflow
1. Always search for the client in the EMR first. The user may update the POS using the Yellow Bar
if the client exists in the EMR and is a new client to your clinic.
2. When client is found and in context (displayed on yellow bar), user may validate and update
demographics in the EMR Reg Form. Click Client Registration to display the demographics.
3. If the client is not found in the EMR, click Client Registration and the Client Search form will
appear (if no client displayed on the yellow bar). Alternatively, click New Search at the top of
the Client Registration Form. Use Client Search to find the client, and if not found, create a new
client.