Configuring Patient Search

The Patient Library Management page is an administrative page that is used to set up and configure patient search for the Patient Center and Safety Huddles only. (These settings do not affect patient lookups, e.g., indicated by a magnifying glass icon in forms.)

Prerequisites: You must have the 'Patient Library Management' and the ‘Allow Search in Patient Center and Patient Watchlist’ role functions.

To use the Patient Library Management page:

1. Click the Logged in as menu and click Admin Center (not shown).
2. Under the General Settings heading, click Patient Library Management (not shown).
3. Tabs:
   1. Search Properties – Used to determine search functionality (Defining Patient Search Criteria) and to filter patients in Patient Center search results (Filtering Patient Results). Use this tab to align custom lookup configuration with Patient Center configuration.
   2. Patient Describers (page 1) – Used to determine which Type of Person Affected defines a 'patient' in the Patient Center.
   3. Patient Data Mapping (page 1) – Used to map feed data to RL6 elements, such as identifier types, allergy codes and facility codes
   4. File History (page 1) – Used to filter files in Patient Center search results.
   5. Patient Library SyncSyncing the Patient Library – Used to sync/re-sync the Patient Library (page 1) for use in areas such as the Patient Center and Safety Huddles
4. Action buttons:
   1. Exit – Exits the Patient Library Management page and returns to the Admin Center.
   2. Save – Saves the current changes.
   3. Note: Changes must be saved before editing criteria for another module.