Patient Search

Patient search is available from the Organization perspective (if you have granted proper permissions)

On the left side menu, there is visible a new icon - Patient search

On this page, you can create new criteria sets for patient search or see other users' saved criteria sets

To create a new criteria set for patient search, press the plus button. You will see the page where you can name your criteria set

When you press the pencil icon, you will see a modal where you can provide the name of your criteria set and save it

To add the first of the inclusion and exclusion criteria for your patient search, press 'Add first one' button in the proper column

When you press 'Add first one' button than you will se modal where you have to provide below details for this criterion:

- Name of criterion

- Data source

- Field of data source

- Value

You can provide few components of criterion. 

In one modal between sources there is OR logic.

You can add a few criteria for the whole criteria set.

Between separate criteria sets, there is AND logic.

When you have created your criteria set, then you can press save or check the results by pressing 'Search' button, then you will be able to see a list of patients that meet your criteria. On this point, you can go back and edit your criteria set by pressing 'Edit criteria' button

Note: Below functionalities will be available in next release - second half of June

You can expand each record to verify which criteria the record meets

From the patient search result list, you can also decide if you want to assign the patient to a specific trial’s prescreening list