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16.2.1 Performing a Patient Demographic Search

 

Search the patient database for your office using a variety of fields from patient registration data. In addition, you may save a search template that then can be used for creating other reports.

If you would like to use Search Templates for this report, please see 16.1.2 Creating Search Templates and 16.1.3 Using Templates.

 

Open a dialog box for a Patient Demographic Search.

 

  • 1. Click the Reporting icon  in the ICE Health menu bar.
  • 2. Under the Patients heading, click Patient Demographic Search.

16.2.12

 

Checkmark boxes to select Search Fields, as well as additional fields to Include in the resulting report.

 

Please note that custom fields may be added to Patient Registration in the Scheduling Module. Please see 3.11 Creating Patient Custom Fields.

  • 1. Click boxes to select or de-select fields under the heading Include In Results. To include all fields in the report, click All.

 

  • 2. Click boxes to select or de-select fields under the heading Search On. Patient data that fit these selected fields are the basis for the search.
  • 3. Selecting a search field opens a text box or drop-down menu with more options. Click to choose any additional options for each applicable search field.

 

Click an option button to choose from the drop-down menu whether to view the report On Screen, as an Excel file, or as a Printable report.

 

16.2.11

 

If you wish, save your options as a search template.

 

Please note that a Saved Template from a Patient Demographic Search will be available when creating some other reports.

 

  • 1.Click Save As Template.

16.2.15

  • 2.Click to type a Search Title in the text box.

16.2.14

  • 3. Click to type a Description.
  • 4. Click Save Template. Your Saved Template will now be listed at the right of the Patient Demographic Search dialog box.

  • 5. To re-run a search, click the underlined title from the Saved Template list.
  • 6. To edit a Saved Template, click the edit icon  beside a search title.
  • 7. To remove a Saved Template, click the delete icon  beside a search title.

 

Search and view the report.

 

  • 1. To run the report, click Search. The report will open in a new window, listing the patient results that fit the selected search requirements.

 

  • 2. Click any of the column headings to flip the order that the information is displayed.
  • 3. At the top right of the window, click to view an Excel or Printable version of the report.
  • 4. Click the close icon  at the top right of the window to close the report.
  • 5. Click Close to return to the Reporting module.