The patient browser

Overview of the patient browser

When logging into Blueprint OMS, the tab called Patient browser located at the top of the screen displays a list of active patients by name at a specific clinic location.

Opening a patient's file

• Open a patient's file by doing one of the following: 
  1. Double click the patient's name 
  2. Click the icon located at the bottom of the Patient browser.

Viewing patients at other locations 

1. To select a location or to view all, click the location drop-down menu, indicated by the icon.

Viewing inactive or deceased patients

   1. To see all patients, including inactive or deceased patients, select the Show inactive button located below the location drop-down menu.

Viewing QuickAdds

1. Click the Show QuickAdds button to view your QuickAdd patients along with your full patients. QuickAdds are indicated by the icon.

     2. Click the QuickAdds only button to view just your QuickAdd patients.

Viewing patients with upcoming appointments

     1. The icon to the left of a patient name in the Patient browser indicates the patient has a future appointment on the schedule. See: Searching for appointments.

Using quick find

1. On the Patient browser tab, select the Quick Find field at the top of the screen to type the first few letters of the patient's last name.

Patient Snapshot

1. When a patient is highlighted in the patient browser, a snapshot of the patient's file will appear on the right-hand side of the screen.
   • Information contained in the patient snapshot includes the patient photo, account balance, contact information, and patient note.

Using advanced search

1. On the Patient browser tab, in the Advanced search box,  select a Search Method from the drop-down menu.
2. Select from the following search criteria: 
3. 
   
   • Telephone number
   • Social security number/Health card number
   • Serial number of a patient hearing aid 
   • First name/Given name
   • Last name/Surname
   • Invoice number
   • Reference number
   • Patient ID
   • Date of birth
   • Insurer
   • Insurer ID/Policy number
   • Email address
4. 3. Enter the desired text into search field and click SEARCH.

    4. In the Search results dialog box, click on the desired entry and click CONTINUE.