Selecting a patient

There are several ways to find and select a patient from the Patient List page.

• Scroll the list—Use the page controls:
  • To display a specific page, select it from the Page drop-down list.
  • To change the number of rows displayed, select a different number from the Records per Page drop-down list.
  • To move between pages, use the First Page (|<), Last Page (>|), Previous Page (<), and Next Page (>) buttons.
• Search drop-down lists—Create your search as follows:
  1. From the first Search drop-down list, select a patient status or leave blank to include all statuses.
  2. From the second Search drop-down list, select whether to search by Patient List, Site Name, or Patient ID.
  3. Do one of the following:
     • To search by Patient List, from the third Search drop-down list, select the patient.
     • To search by Patient ID, from the third Search drop-down list, type some or all of the Patient ID, with or without leading zeros, or leave the null value to include all patients. The application sorts the records in ascending order by creation date. This choice may result in the retrieval of multiple patient records.
     • To search by Site Name, from the third Search drop-down list, select a specific site. If you make no selection, the application includes patients for all sites.
  4. From the fourth Search drop-down list, select whether the number of ePRO sessions is greater than 0 to include patients with ePRO sessions (patient forms).
  5. To the right of the drop-down list, click Submit ().

After you have displayed the patient record:

• To select a visit or form, click Summary.
• To view the patient profile, click Profile.
• To open the next scheduled visit, click the value in the Visit Name column.
• To view another patient record, type a patient ID in the Patient ID text box and click . The application loads the form for the selected patient. If you enter a partial patient ID, the application displays potential matches. To navigate to the previous or the next patient, click or . For more information, see Selecting a different patient during a visit.