Completing Fields Using Lookups

Lookups help you find information to quickly and accurately complete fields.

To complete fields using lookups:

1. Click the magnifying glass icon that appears in the section title, subheading or next to the field. The LookupA field that is used to locate records in the RL6 database, such as a location, patient name or a valid entry for the field. A lookup field is typically identified with a magnifying glass icon. dialog appears.
2. For the patient lookup in RL6:Risk or RL6:Feedback, any values entered in the patient information section of the form are also used as filters.
3. Click the Search link, or press the Enter key once you have filled in at least one field. A list of results displays.
4. Select the radio button next to the record you would like to use to populate fields on the form.
5. Tip: Click View Detail to view more of the record’s details. The columns displayed in the results list are configured by an administrator.
5. Click Accept, or press the Enter key. The fields associated with the lookup are filled in the form.

Table 2-9: Search Criteria for Lookup Fields

Search Criteria	Description
Employee	When you are adding an employee to the Parties Involved section of the Claims form, you can search by last name, first name or Employee ID in the Staff Search dialog to search from the Employee Library database.
Physician	When you are adding a physician to the Parties Involved section of the Claims form, you can search by last name, first name or Physician ID number to search from the Physician Library database. Note: If you do not see the physician in the list, you can create a new record by clicking Add Physician. Fill in the necessary fields and click OK to save the record. Then, enter the search criteria again and choose the new record.
Patient	When you are using the Patient Search dialog to add a patient to a form, you can search by MRN, Account Number (Risk), last name or first name.