Detailed Searching in E-Chart

When in the Enterprise Health system, the E-Chart sidemenu tab displays recent charts you’ve accessed, along with the ability to search for charts by different methods.  E-Chart automatically defaults to search in Simple search, but there is a My Settings preference named Search Method that can be changed for your login experience. See more information within the My Settings help guide.

To do a more detailed search, click the Detailed link from the list of Search Types.

The detailed search filter screen will open with various filter fields to help narrow down a search for a chart by more detail.

Within the Detailed search screen, there are many fields you can create a detailed search for and many criteria you can select from in each drop-down field. It is not necessary to select or set something in every field. You can search by any or as many fields as you wish in order to narrow down your results. The more fields filled out, the more detailed and narrower the search.

Contains Search

The percent sign (%) is a hotkey to perform a CONTAINS search, followed by the letters you wish to search. In this example, we typed %art in the name field and clicked the Search button.  The system resulted matching charts with names of the letters ‘art’ in them.

When done keying in any detailed search criteria fields, click the Search button to render the results or the Clear All button to start another search.

SSN Search

By default, Enterprise Health system setting Search for SSN is disabled via a system setting.

If Search for SSN is enabled via a system setting, the SSN radio button will display in the search field criteria and the “SSN” column will display. That will allow for searching by SSN from simple and detailed searches, as well as the Document Queue search. If your practice wishes not to offer the search by SSN nor show the “SSN” column in the patient search screen, make sure the system setting is disabled.

Preferred Name Search

Preferred Name is an extra field in demographics of a chart that can be used to key in a person’s preferred name separate from their legal name. This can be manually entered or filled in by your HR interface.

Two new system settings are available to enable if with to allow chart searching to include preferred name. Both system settings are disabled by default, but can be enabled at the practice’s discretion.

When the Show Preferred Name Column in Recent Patients List View system setting is enabled, a new column called “PREFERRED” will display in the Recent Patient/Employee list. This displays any Preferred Name contents that a chart may have in it, while looking at your Recent Charts listing in E-Chart or in Quick View portlet.

When the system setting Show Preferred Name on Results in Patient Search is enabled, the Simple and Detail patient search will return results that BEGIN or contain (% wildcard search) with the name or the preferred name.

Detailed search looks for preferred name contents in the first name separated field.

Learning Management System

To learn more about Detailed Searching in E-Chart, follow the link below to the Learning Management System course:

• Chart Search