Searching for a case from the desktop

You should have the POU DI - Desktop - Case role to perform this task.

Note: The Point of Use for Department Inventory defaults to the search case page.

You have the option to search for a case by specifying the exact Case ID without having to specify a value for the company and facility.

Note: 

The value for the Company and Facility(parameters must be specified to allow users to search for case records using these search parameters:

  • Department

  • Patient

  • Practitioner

  • Other Personnel

  • Item

Note: The value for Company' parameter must be specified to allow users to search for the case records using procedure as the search parameter.
  1. In the Case ID field, specify the exact Case ID.
  2. In the Company list, select the company name.
  3. In the Facility list, select the facility.
  4. In the Department list, select the department.
  5. In the Procedure Room list, select the room.
  6. In the Patient field, specify the first two characters of any of these:

    • patient ID

    • patient first name

    • patient last name

    Select the patient record from the list displayed.

  7. In the Practitioner field, specify the first two characters of any of these:

    • employee ID

    • employee first name

    • employee last name

    Select the practitioner record from the list displayed.

  8. In the Other Personnel field, specify the first two characters of any of these:

    • name

    • role

    Select the other personnel record from the list displayed.

  9. In the Procedure field, specify the first two characters of any of these:

    • charge code

    • description

    • CPT code

    Select the procedure record from the list displayed.

  10. In the Item field, specify the first two characters of any of these:

    • item ID

    • description

    • manufacturer name

    • GTIN/HIBC

    • manufacturer code

    Select the item record from the list displayed.

  11. Specify the Case Date range manually, or you can also open the calendar to select "from" and "to" case date range.
  12. Click Search.

    All cases that satisfy the search parameters are displayed.

  13. Select a case to open by clicking it.
  14. Click Clear to start another case search.