Resource Centre - Simple Search

Return to Resource Centre

Video Tutorial


The Simple search is a broad patient search that includes data from all source systems contributing patient information into ClinicalConnect.  

A tip icon Due to the potentially large scope of the search, this may be slower than the advanced search. When Searching for a patient with a comon name such as "John Smith" consider using the Advanced Search to narrow the results.

 

Completing a Simple Search

To search for a patient record using Simple Search:

1. Enter the patient’s information in the Patient Search text box. 

Simple search options when searching for patient records include: Name (Last name and at least one first letter of the first name), Medical Record Number (MRN), Health Card Number (HCN), or CCAC Client number. 

2. Press Enter or click the search icon  to begin the search. 

3. Patient records matching the search criteria are displayed in the Search Results list.Image of the advanced search text box

Simple Search Options

When searching for your patient’s records you can use any of the following simple search criteria:

Search Criteria Description

Patient Name

The format used when searching by name is Last Name, First Name (example: Doe, John) separated by a comma, or a portion of the patient’s name (example: Doe, Jo). You can also use a portion of the patient’s name as long as you have a minimum of three characters in the last name and at least one character in the first name. A patient’s maiden name or other names are also considered in the search and may appear in the results if applicable.

Full name search Image of the full name search option in advanced search text box

Partial name search Image of the partial name search option typed in advanced search text box

A tip icon When searching for a patient with a common name, consider using the advanced search to narrow the patient search results and return the results much faster. You can also consider using the patient’s Health Card Number to narrow the search results.  

Health Card Number

A simple search may also be performed by using the patient’s Health Card Number (HCN), making sure you don’t include the version code. 

The maximum character length is set at 10 for HCN searches. If the number length is exceeded in error, you will be prompted to correct your search and try again.

Medical Record Number

The patient’s Medical Record Number (MRN) from a hospital encounter can also be used in the Simple search. The maximum length for this type of search is 15 characters. If the number length is exceeded in error, you will be prompted to correct your search and try again.

CCAC Client Number

If searching for CCAC patients, the CCAC client number can be used. 

 

Simple Search Preferences

Preferences are used to customize how you want to view information presented in your search results to suit your clinical viewing needs. Preferences need only be set once, and can be easily be updated anytime as your clinical needs change.

Simple Search results have their own set of preferences that can be accessed and configured by clicking the Preferences button Preferences button in the Search header or through your Global Preferences (under Search). 

Image of the preference settings tab

After updating your preference settings, click the Apply button  to save your changes.

The following table provides a summary of all available preference settings:

Preference Description

Search Scope

Image of the options for preference setting by search scope

Users with associated CPSO numbers such as physicians or physician support roles can limit or expand patient search results to search only "My Patients" (default); "My Group Patients" or "All Patients". Narrowing your search scope to just "My Patients"(default) or "My Group Patients" will return serach results quicker. After performing the initial search, you can also use the drop down in the Search Scope box to expand the search if the patient is not found.

My Patients(default): Searches only physician's patients (CPSO#)

My Group Patients: Searches Groups in which the prvider is a member.

Sort By

Image of the sort by options for preference settings

Customize which column you would prefer your search results to be sorted by. 

Remember to also set the Sort Direction as shown below. 

Sort Direction

Image of the sort direction options for the preference settings

After setting the Sort By column, you can select to sort the data in Ascending or Descending order. 

a tip icon If the Sort By column selection is a date (numeric) field, selecting Descending order will display the most recent date at the top of the list. If the Sort By column selection is a character (A through Z) field such as the Full Name column, the Sort Direction will be in alphabetical order A to Z Ascending order, or Z to A in Descending order.

PDF Export Orientation

Image of the PDF export orientation options for the preference settings

Allows you to configure the PDF page orientation when exporting the list of Risks t. Options include Portrait or Landscape orientation.