Searching for Patients by Appointment - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external - OnBase/Patient-Window/Foundation-23.1/Patient-Window/Patient-Window-Usage/Search/Searching-for-Patients-by-Appointment - 2025-04-01

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

If you have sufficient privileges, you can search for patient records by appointment. Scheduled Patient Search allows you to retrieve records for patients who have appointment information stored in OnBase.

To search for patients by appointment:

  1. Do one of the following:
    • Rest your pointer over the main menu icon and click Scheduled Patient Search.

    • Click the Scheduled Patient Search button.

  2. Type a value in at least one field. You cannot execute a search without entering at least one value.
  3. Enter any additional criteria to narrow your search. For help entering values, see Tips for Searching.
  4. Do one of the following:
    • Press Enter.

    • Click the Search button in the upper-right corner of the search pane.

  5. Results are listed in the right pane.

    If too many records meet your criteria, then OnBase Patient Window displays a message saying only a limited number of results are displayed. If you cannot find the record you need, refine your criteria and run the search again.

  6. Double-click a record to open it and view its contents.
    If you return to Scheduled Patient Search after opening a record, your search criteria and results are maintained.