Performing a Patient Lookup - Integration for GE Centricity - English - Foundation 22.1 - OnBase - external

Integration for GE Centricity

Integration for GE Centricity
Foundation 22.1

From the Indexing dialog box, you can look up patient records stored in your Centricity database and select the appropriate record to populate several Keyword Values on the document in the batch that is currently being indexed.

To perform a patient lookup:

  1. From the Indexing dialog box, click the button to the right of the Patient Name field.
  2. Once you click this patient lookup button, the Find Patient dialog box is displayed.
  3. Using the Search by, Search method, and Search location drop-down lists, select the desired search criteria.
  4. If you wish to search only active patient records, select Search Active Patients Only.
  5. In the Search for field, enter the text you wish to search for and click Search. Any matching results are displayed in the Search results table.
  6. From the Search results table, select the appropriate patient record.
  7. If you changed the default search parameters for any of the drop-down lists or for the Search Active Patient Only check box, and you wish to save these changes for future patient lookups, select Save settings as my preference. If you do not select this option, the search parameters will revert to the default settings the next time you open the Find Patient dialog box.
  8. When finished setting your preferences and selecting the appropriate patient record, click OK to return to the Indexing dialog box. Depending on your configuration, some or all of the following Keyword Type fields are populated with the corresponding values from the selected patient record:
    • Patient Name

    • Chart Number

    • Social Security Number

    • Date of Birth

    • Provider Name

    • Location of Care