In a situation when there is a need to verify, update, modify or supplement personal, identification, contact, or insurance data, or any declarations, referrals, authorizations, warnings, additional information, annexes about health and disease history of the patient or verification / acceptance / reimbursement of patient’s payments, use the "Patients (active cards)" functionality in the application’s "Registration" menu. After selecting this functionality, the search engine of patients is displayed.

It is possible to find the patient by any combination of the following criteria:

• inquiry – in the field you can enter any data identifying of the searched patient - the system will try to match data entered in this field to the beginning of the name, the beginning of any member of surname, PESEL number and the date of birth of the patient; capitalization does not matter
• first name – in the field you can enter the first name or the beginning of the name of searched patient; capitalization does not matter
• surname – in the field you can enter the surname or the beginning of the surname of searched patient; capitalization does not matter
• PESEL – in the filed you can enter PESEL number of searched patient; after entering PESEL number and going to the next field of search form, there is verification of entered PESEL number - if entered PESEL is invalid then the frame of PESEL number’s field turns red
• date of birth – in the field you can enter the date of birth of searched patient; after clicking on the birth date’s field, there is displayed a calendar of date selection
• patient type – in this field you can choose the type of patient
• error code in patient’s declaration – in the field you can specify the error’s code in the patient’s declaration (to find patients with a declaration with a specific error code)
• patient group - group to which patient is assigned
• home address – in fields you can enter: the name or the beginning of name of city, the name or the beginning of the street name, house number, flat number of searched patient; capitalization does not matter
• include previous names/addresses – When you select this option at searching, system will also take into account previous names and addresses of the patient (if they were changed, eg. surname may have been changed in the system after patient’s marriage, the address might have changed in the system after changing the place of residence by the patient)
• Patients without PESEL - when this option is selected, at search the system will consider only the patients who do not have a PESEL number
• Patients without declarations - when this option is selected, at search the system will consider only patients who do not have the declaration (withdrawn declarations are not consider)

After entering the search criteria and pressing the "Search" button there may be three situations:

• if there is no active patient meets all entered search criteria, then the search engine will display a message about the lack of patients meeting these criteria
• if there is exactly one active patient meets all entered search criteria or the one owning a card of scanned number, it will automatically switch to the card of that patient
• if there is more than one active patient meets all criteria entered in the search form, then the search engine will display a list of found patients, and at each of them there is a button to go to edition of patient’s card; if the system has been configured in such a way as to show deficiencies in patient health care declarations, then a purple marking appears next to the names of patients who do not have a complete set of declarations.

In addition, below the search engine there is an extra button "Export (XLS)" which clicked downloads the XLS file with a list of patients that meet the search criteria.

If the search engine does not find a patient with this criteria, it means that such patients is not yet in the system. Then you must add a new patient using the "New Patient" functionality from "Registration" menu or using the "Add new patient" visible in search engine (both of these functionalities are the same).

If there is only one patient meets the criteria or if there is more than one such patient and at proper patient was pressed the "Edit" button, then there is displayed the card of this patient, consisting of the following tabs:

• Patient
• Contact
• Insurance
• Declarations
• Referrals
• Authorizations
• Cautions
• Information
• History
• Payments
• Documents
• Visits
• Employment
• Drugs
• EHR
• Stays
• Printouts
• Parameters
• Prescriptions
• CTC
• Orders
• Guardians
• COVID-19
• Vaccinations