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Search for Clients in Profile EMR

  • Updated

Background
Locate a Client’s Medical Record
Toggle Between Multiple Opened Client Records
Confirm Client Information in the Yellow Banner
Confirm You’ve Opened the Correct Medical Record
Update the Place of Service (POS)
Alternate Place of Service
Verify the MRP is Correct
Alternative Search Option via Client Registration Form

Background

Clients can be searched using various methods to view the client’s demographics along with the client’s medical record. It is important to know which client has been selected to verify the clinical data is being entered to the correct client.

Locate a Client’s Medical Record

1. Hold the Shift key on your keyboard and click on Medical Record… or Alter Client… or New Encounter… or Review Encounters… to search for the desired client.

Note: Shift key means ‘Go to new patient’, so holding Shift key with any of the buttons on the main tool bar prompts you to search for a patient.

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2. Enter Lastname, Firstname in Index field OR select an identifier from the drop down list and enter an applicable value. Use the table below for information on how to search:

If searching by...  ...then
Index

Enter Lastname, Firstname in the following formats in the adjacent field:

  • Profile,Percy will search for Percy Profile
  • ,Percy will search for any patients whose first name is Percy
  • Pro,P will search for all patients whose last names start with Pro and whose first names start with P
  • P will search for all patients whose last name starts with P

Note: No spaces are needed in the entered text, just use a comma to separate the last name from the first name.
Drop down list Enter the search value in adjacent field, based on the following tips:
  • PHN: Enter the PHN number
  • PARIS ID: Enter the PHN number
  • Date of birth: Enter date of birth using format: "ddmmyyyy". Forward slashes (/) are not required when entering the date; for example, enter 01051975 for 1st of May 1975

 3. Click Search to view your search results

4. Double-click on your client in the results list OR select their name and click OK.

Toggle Between Multiple Opened Client Records

EMR enables you to open multiple client records at one time. You can toggle between opened records using the Window menu.

1. Click on Window in your tool bar.

 

2. Click on the medical record that you would like to open from the Window dropdown menu.

 

3. View the yellow banner on the top of the window to ensure the correct client has been selected.



 

Confirm Client Information in the Yellow Banner

Confirm You’ve Opened the Correct Medical Record

View the Patient Information Panel (yellow banner) to verify that you have opened the correct client’s Medical Record.
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Update the Place of Service (POS)

To view the client’s Place of Service (POS) see PC in the yellow banner.
This is auto-populated by the most recent PARIS VCH/PHC EMR referral. To update the client’s POS:

• Clinicians: Ask your admin staff to create a new VCH/PHC EMR referral in PARIS
• Admin: Refer to Client Registration

Alternate Place of Service

To view where the client is receiving other services, see the Alt field in the yellow banner.

Note: If there is more than one alternate POS, click the dropdown arrow and they will be listed. 

 

Verify the MRP is Correct

1. View the Most Responsible Provider (MRP) in yellow banner for the selected client.

2. If changes are required to the MRP, click on Alter Client.

3. In the General tab, update the Clinician field with the correct MRP. 

Alternative Search Option via Client Registration Form

In addition to the Medical Record search, it is also possible to search for a client via the Client Registration Form. If using the Client Registration Form, it's possible to search for a client using the following criteria:

  • Last Name
  • First Name
  • DOB
  • Administrative Sex
  • PARIS ID
  • PHN
  • File Number
  • Phone Number

For more information, refer to the Client Registration Form article.