Searching for Patients - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Creating-an-ROI-Request/Entering-Information-into-the-Request-Form/Adding-Patients-to-a-Request/Searching-for-Patients - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

To search for and retrieve the appropriate record for the request:

  1. From the request form, click the Patient Lookup button.

    The Select Patients dialog box is displayed.

  2. Select one of the following search options:

    • Patient ID- Allows you to search for patients by MPI and/or MRN, depending on your system's configuration.

    • Patient Information- Allows you to search for patients by name, date of birth, or Social Security Number.

  3. Enter the appropriate information and click Search. Patient records matching the criteria are displayed in the Available Patients list.
  4. Do one of the following:

    • To add one or more patients displayed in the Available Patients list, select the appropriate patient from the list and click the Add Selected Items button.

    • To add all available patients displayed in the Available Patients list, click the Add All Items button.

  5. To search for and add additional patients, repeat the search process.
  6. Verify the Selected Patients list is accurate.
    To remove a patient, select the patient and click the Remove Selected Items button.
  7. Click OK when finished.