Patient administration

Search for a patient

Find the correct patient by a configured identifier and resolve identity verification before opening a record.

Current source · source reviewed · 3 min read

Before you begin

You are a member of the facility where you search for the patient.
You have the permissions listed below.

1. Open the search page

Open the facility.
Select Patients.
Select Search patients.

The page shows the helper text "Search for existing patients using their phone number or create a new patient record". If you can only search for patients, the page shows the helper text "Search for existing patients using their phone number".

2. Enter the search details

Search by one of these methods:

Search method	What it captures
Identifier	The patient's phone number, or another identifier type that your deployment configures.
Encounter details	The patient name, or another identifier that belongs to an encounter.

Note: Which identifier types you can search on depends on your deployment's configuration.

3. Read the results

The results show in a table with these columns:

Column	What it shows
Name	The patient's name.
Phone number	The patient's phone number.
Gender	The patient's gender.
Actions	The actions that you can do on the result.

MANSOQ shows limited information for a partial match. This protects the patient's privacy.

4. Verify

If date of birth validation is added to verify patient's identity. The page shows the message "Please enter the patient's year of birth to verify their identity."

Enter the patient's year of birth. 2.Verify

If no additiona verification is configured, the select the patient to access Patients Home page

5. Continue when there is no result

If MANSOQ finds no patient, the page shows a "no patient found" message. If you have the permission to register patients, the page offers an option to register a new patient. See Register a patient.

Note: If you register a patient with a phone number that MANSOQ already holds, MANSOQ shows the message "Patient Records Found" with the text "It appears that there are patient records that contain the same phone number as the one you just entered." Read this warning before you create a duplicate record.

Permissions

Permission	Access
Can list patients	Lets you search for patients and see the search results.

Expected Outcome

MANSOQ shows the patients that match your search.
You open the patient's record from the results. See View a patient's profile.
If MANSOQ finds no patient, you can register a new patient.

Version and facility configuration

This procedure is grounded in the repository’s version 3.1 user guide and the audited source revision. Available encounter types, required demographics, terminology, permissions and enabled services depend on your facility configuration. Use the labels and access controls on your own instance; the source references below identify the documented implementation.

Troubleshooting

A matching record asks for year-of-birth verification

Enter the year of birth provided by the patient and select Verify. The verification step is deployment configured.

Patient Records Found appears during registration

Review the existing records with the same phone number before continuing. Confirm identity and use the correct existing record when it is the same person.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.