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StrataEMR offers several ways to find a patient depending on where you are in the system and how much information you have on hand.
Access: All staff can search for patients.
The search bar is located in the top-right corner of every page in StrataEMR. It searches across all patient accounts — active and inactive. How search works:
  • Search uses Last Name First Name order, or a partial match against either name
  • Typing only part of a name works — for example, searching Chris will return Christina, Christopher, etc.
  • If only one patient matches your search, StrataEMR automatically opens that account to save you a click
  • Search is not case-sensitive
Examples:

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Patient Lists

Hovering over the person icon in the Patient Menu provides three list views: Active Patients — Displays all patients currently set to Active status. This is the most common view for day-to-day use. All Patients — Displays every patient account regardless of status, including discharged and inactive. Use this when you can’t find someone in the Active list. Recent Patients — Shows the 5 most recently viewed patient accounts. Useful for quickly returning to a patient you were just working on. Clicking any patient name in these lists opens their Demographics page.

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Searching from the Schedule

When adding an appointment from the schedule, the patient search in the scheduling window only returns active patients by default. If you need to schedule a patient who is inactive, use the /active or /inactive flags described below, or reactivate the patient first. After opening a patient case and navigating to the schedule, the last case you had open is available for quick selection via the icon to the right of the search field.
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Searching by Payer

Payer names can also be entered in the patient search bar. Searching the name delivers all patients with a policy through that payer. Clarifying your search with the syntax options noted below allow more specific results.

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Advanced Search Flags

StrataEMR supports a set of search flags that can be appended to any search term for more targeted results. These are especially useful when a basic search returns too many results or when searching by insurance.
/active is the default when searching from the schedule. The flags are most useful when you need to override that default or search by insurance from the dashboard search bar.

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Finding a Patient by PID

Every patient account is automatically assigned a unique PID (Patient Identification Number) at creation. The PID displays next to the patient’s legal name on their Demographics page. PIDs are particularly useful when a patient has multiple accounts — each account has its own PID, making it easy to identify the correct one when contacting StrataPT support or cross-referencing records. To locate a patient by PID, enter the PID number directly into the search bar, including the “P” at the beginning of the number.