Advanced Search

Purpose

The Advanced Search function allows staff to locate patients more precisely when a simple search does not provide accurate results. By requiring multiple fields, it reduces the risk of duplicate records and helps identify patients with common names or incomplete identifiers.

Advanced Search also supports scanning of patient or relative IIS barcodes, making it faster and more accurate than manual entry.

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When to Use Advanced Search

• Patient has a common name and too many results appear in a simple search.

• Record is difficult to locate with only one or two identifiers.

• Searching through a relative (e.g., mother’s name).

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How to Use Advanced Search

1

Enter Required Fields

• At least 3 fields are required (e.g., Given Name, Family Name, Date of Birth).

• If using names, both Given Name and Family Name are required — they cannot be used separately.

2

Choose a Filter Type

• Complete fields under either:

• Filter by Patient, or

• Filter by Relative.

3

Scan Identifiers (Optional)

• Use the Scan button in Identifier fields if an IIS barcode is available.

• Identifiers may include an optional check-digit.

• Scanning works with the device camera.

4

Enter Date of Birth

📅 DOB Options

• Exact date: enter in yyyy-mm-dd format.

• Approximate date: enter based on patient’s age (e.g., 0.5 years for a 6-month-old).

5

Enter Address Details

• Street Address → enter full details (123 Main Street West).

• County/City → may be city, town, county, precinct, or census area for patient or relative.

6

Run the Search

• Once required filters are entered, select Search.

If too few filters are entered, the system will display: “Cannot search with only 0 filters, 3 filters are required.”

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Example View