IO: Open Chart Patient Selector

This article applies to Valant IO

The most common way to access a patient chart from any page in the EHR is to use the "Open Chart" patient selector on the navigation menu. The drop-down will show all patients and the field can be narrowed by searching the patient name, DOB or SSN. Users can scroll through a list of patients to open the chart or click on a patient name. 

The name search works in the following priority when searching by name:

  1. Exact matches on the first name will be sorted alphabetically
  2. Exact matches on the last name will be sorted alphabetically
  3. First names that start with the search text will be sorted alphabetically
  4. Lastly "close matches" will be sorted alphabetically (i.e., exact match on preferred name, last name starts with the search text, or the name is very similar to the search text,1 character off)
Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.