How do I search for patients in the EHR?

You can search for patients in the EHR by selecting “Charts” on the left hand navigation bar. 

From there you will land on a list of “Recently Accessed Patients” which includes patient’s whose charts have recently been access by members of your practice. The Recent patient list will display 1,000 patients. Patients will be listed by most recently accessed, based on the date and time listed in the Accessed column. 

To select that patient, simply click the blue highlighted name.

The Patient List will display the following information:
  • First, Last Name
  • Patient Record Number
  • Date of Birth
  • Sex
  • Contact information (address, home and mobile phone numbers)
  • Time/Date that chart was last accessed. 
You can search the patient list by Name, PRN, DOB and SSN. The new search functionality allows you to search by several parameters. For example: I could type “Jon” and then press enter, and then also type “10” because I know the patient has a birthday in October. It would display all applicable results.

Showing/Hiding Inactive Patients
You may also choose to search both your inactive and your active Patients. To display inactive Patients, check the “Show Inactive” box.

If you choose to “Show Inactive” the results will pull both active and inactive patients. Inactive patients will be faded a gray color and have “(Inactive)” listed after their first name.

Sorting patient data: 
In the patient search you can sort your results to better display your patients. 

You may sort your results by clicking the column title. This will sort  the data in ascending/descending order. You can sort by first name, last name, DOB, Address (will sort by first digit of address), and last accessed. 

Searching Scheduled Patients
You may also search for patients by selecting "Scheduled" and a list of patients with appointments on that given day will display. You will see their Appointment time and appointment status in the far right column.


  1. How do I search for patients in the EHR?
  2. How do I customize my patient chart view?
  3. How do I complete a chart note?
  4. How do I use rich text editing when charting my encounters?
  5. How do I add diagnoses to a patient chart?
  6. How do I add a medication?
  7. How do I use flowsheets?
  8. How can I preview previous encounters and results while completing an encounter?
  9. How do I print a patient's chart or certain sections of the patient's chart?
  10. How do I print a chart note?
  11. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  12. How to record and print patient demographics and profile
  13. What information is available in a patient's Timeline?
  14. How do I use the growth charts?
  15. How do I merge duplicate charts?
  16. How do I print the care plan?
  17. How do I open an existing patient chart?
  18. Can vitals be added in Metric Units or US Customary Units?
  19. How do I add advanced directives?
  20. How do I add allergies?
  21. How can I edit my signed chart note?
  22. How do I add Family Health History?
  23. What is the difference between a SOAP and Simple note?
  24. What are the Character Limits when Charting?
  25. What are the limits of simultaneous editing?
  26. What are Screenings/Interventions/Assessments?
  27. Where can I learn more about the different components of an encounter?
  28. How do I delete or deactivate a patient?
  29. How do I edit information on the Patient Summary?
  30. How can I view Diagnosis comments?
  31. How do I search for inactive patients?
  32. What are Clinical Decision Support (CDS) advisories?
  33. How do I change the date in an encounter?
  34. How do I populate the list of Frequently prescribed medications?
  35. How do I view more information for medications?
  36. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  37. How do I delete an unsigned encounter?
  38. Who can sign a chart note?
  39. How do you change the 'Seen by' provider in the new encounter?
  40. How do I add a patient?
  41. What information is required to save a patient's chart?
  42. How do I create a patient record number?
  43. How do I edit an existing SOAP or Simple Note?
  44. How do I record "Unknown Family History?"
  45. How do I pull history from one patient visit to the next?
  46. How do I refresh a patient's chart?
  47. How do I start a new note/encounter in Practice Fusion?
  48. How do I create and export a Continuity of Care (CCD) clinical document?
  49. What is the file size of a patient image?
  50. Can I move a Patient Record Number from one chart to another?
  51. How do I view or update a patient's appointment within their chart?
  52. How do I add a custom medication?
  53. How many charts can be open and how do I close them simultaneously?
  54. How do I assign a Care Team?
  55. How do I add vitals to flowsheets?
  56. How do I customize my template line settings?
  57. How do I set my patient list and Timeline default?
  58. How do I attach a document to an encounter?
  59. How do I create and update "My Dx List"?
  60. How do I add custom allergies?
  61. How do I participate in the Prolia® Safety Program?
  62. How do I document patient risk score?
  63. How do I document an implantable device?
  64. How do I document social history?
  65. How do I add Goals and Health Concerns to the patient Summary?
  66. Why am I seeing CCDA display errors?
  67. How do I manage display settings for inbound CCDAs?
  68. How do I add new Encounter Types?

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