Open Patient Folders

You can search for the patient record you want to work with by typing all or part of the name, phone number, ID code, or other search criteria you have enabled. The list of matching patients can optionally include a photo. In addition, you can quickly re-open patient folders you have worked with recently.

Get Started

Set up search options - Use your Search user options to select the data fields Edge will use to search for patient folders and other records. You may change the settings at any time without affecting any other workstation. See "Set Up Search Options" for details.

How to Get Here

File Ribbon Bar - Open > Open Patient.

Keyboard shortcut - You can also press Ctrl-O on your keyboard to open the Fast Find window, or press Shift-F5 through Shift-F8 to open recently viewed patient records. Or, click the File ribbon bar to see a longer list of recently opened records.

Quick Access Toolbar - You might also be able to open this feature from the Quick Access toolbar at the top of your Edge window.

Patient Tracker / Scheduler - You can also right-click a patient name in your Patient Tracker or Scheduler to open the patient folder.

Barcode - You can scan a patient barcode to open that Edge patient folder. See "Use Patient Barcodes" for details.

Use This Feature

Swipe reward card - If you have the patient's reward card available, once the Fast Find window opens, you can simply the card to open the patient record. (See "Manage Patient Reward Cards" for details.)

Enter search text - Type all or part of the last name, first name, nickname, or primary ID number, or other search criteria you have enabled for finding patient folders (See "Set Up Search Options" for details).

You can also use a combination of the beginning of the last name and the beginning of the first name, separating the two names or name portions with a period (i.e. dowl.cher). Or, click [V] beside the search box to select from your list of recently searched names.

Note that when your search string does not include a ".", the search will look at both sides of the string for matches. For example, if you can type 2331026 to find the phone number (515) 233-1026.

Initiate search - Click Find to initiate the search.

Re-sort records - You can click a column heading, such as the Nickname, to sort the results by that column. (Your Search User Options determine whether all search fields are included in the results, and whether your search text is highlighted. See "Set Up Search Options" for details.)

Select a record and click Ok, or double-click the name. (If only one name matches your search criteria, that record is opened for you automatically.) Note that the patient name, responsible party, status are listed to help you identify the correct patient.

Open from Edge window - Whenever you see an underlined name in Edge (such as while viewing the Family panel of a patient folder, or hovering over a Scheduler appointment), you can click the name to open the folder.

Notice!

Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (See "Patient Alerts" for details.)

Family search - Note that when you are assigning a new patient to a family, or reassigning an existing patient to a family, you can search for either the family or patient name, to help you determine the correct family association.

Trigger a Workflow - Use the Open Patient trigger to activate a workflow whenever you open an Edge patient folder.

Open Patient Workflow Activity - Use the Open Patient workflow activity to open the patient folder whenever the activity is triggered by a workflow. Use the Workflow editor to select the tab you want to open when this activity is triggered. See "Set Up Workflows" for details.

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