How To Search for a Patient

You can search for patients by name or by attributes, such as kit number, status, or program day. The search functionality allows you to customize how you find the patient or group of patients you want to monitor. If you want to create search criteria with several attributes, you can combine keywords with operators. Keywords identify the data that you want to find, such as a phone number or time zone. Keywords work in conjunction with operators. The operators tell the system how you want the search to use the keywords. You can use the following operators for the keywords: = (criteria equal to), < (criteria less than), > (criteria greater than), ! (criteria not equal to).

Search Examples

You can search for a patient by name using a keyword (Name = ) or with at least two letters of the patient's first and last name.

First name

Name = Jane

First and last name combined

ja do or do ja

Name = Jane & Name = Doe

Name = JaneDoe

You can join multiple keywords together with | or &.

timezone = central & programday = 5

• the | symbolizes an 'OR' of the two keywords
• the & symbolizes an 'AND' of the two keywords

You can string multiple keywords together or nest them by placing them inside parentheses.

programday = 19 & cpCompleted = 1/1/2015 & (timezone = central | timezone = eastern)

 

Keywords

Keywords and values are not case sensitive and spaces in the search are ignored.

	Operators	Description	Usage
KitNo (or Kit)	=	Finds the patient with the kit number containing the value passed.	kitno = 100012 kit = 100
Age	=, <, >, !	Finds all patients that have an age equal/less than/greater than/not equal to the value based on the operator.	age < 50
Timezone	=	Finds all patients that have the given timezone. Only a partial word is necessary (it is not necessary to type Central Time, just Central).	timezone = eastern
ProgramDay	=, <, >, !	Finds all patients whose program start day is equal/less than/greater than/not equal to the value based on the operator.	programday > 5
CPCompleted	=, <, >, !	When using the = or ! operators, you must pass in a valid date (format: mm/dd/yyyy). The search will return patients who completed/not completed surveys on the given date.	cpcompleted < 5 cpcompleted ! 1/1/2015 cpcompleted > 1/1/2015
KitAssigned	=, <, >	Works exactly like CPCompleted and returns the patients who were assigned kits on dates that match the search criteria. Does not work with the not (!) operator.	kitassigned > 1/1/2015
PatientCreated	=, <, >	Works exactly like CPCompleted and returns the patients who were created on dates that match the search criteria. Does not work with the not (!) operator.	patientcreated < 1/1/2015
Name	=	Finds patients whose name contains the value passed. The search looks in both first and last names.	Name = Joe Name = Jane & Name = Doe Name = JaneDoe
Status	=	Finds patients with the status of the value passed.	Status = Active
Phone	=	Finds patients with a phone number that contains the value passed. Removes everything except digits in the search. Only searches the Phone1 field. ​​	Phone = [phone] Phone = 123-456-7890 Phone = 7890
CustomField	=	The title for the custom field can be configured by Vivify Support personnel based on your individual needs, for example, Patient ID or Study ID. Supports partial match with = or exact match when you use the value.	Patient ID = 342342343

To find a patient:

1. On the Patient List page, click Find Patients.

   The Find By box appears.

2. In the Find By box, type the patient name, keywords, operators, or a combination of these to find a patient. For detailed information about valid operators and keywords, see Search Tips, Operators, and Valid Keyword Usage.
3.  Press ENTER or click .

   The search results appear below the box.