Working With the EDM for Sun Master Patient Index

ProcedureTo Perform an Advanced Phonetic Lookup

  1. On the Person Search page, select Advanced Person Lookup (Phonetic) from the Search Types drop-down list.

  2. In the Demographics and Address sections, enter search criteria for the patient you want to find in one or more of the allowed combinations (at least one combination must be entered).


    Note –

    By default, the following combinations are allowed:

    • First Name and Last Name

    • Address Line 1 and, optionally, Address Line 2

    • Last Name, Address Line 1, and, optionally, Address Line 2

    • Social Security Number

    • First Name, DOB, and Gender

    • Last Name and Mother’s Maiden Name

    For more information about these fields, see About Phonetic Search Fields on the Patient EDM. For more information about phonetic searches, see Advanced Person Lookup (Phonetic).

    The system administrator might have modified the phonetic search criteria so it is different from the above list. If you are unsure of the required criteria combinations, see your system administrator.


  3. Click Search to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is found, the results page is bypassed and the View/Edit page appears.


    Note –

    The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.