Patient Records

To search for a patient's record:

1. In the Admin Console, go to Patient Search.

2. From the Patient Search page, do one of the following:

   • Select a Patient Identifier from the drop-down list and enter a value in the adjacent field.

   • Click Advanced Search, and enter one or more search criteria:

     Patient Name	Enter the first initial of the patient's first name or preferred first name, and the patient's full last name or preferred last name. Wildcard characters are not accepted.
     Date of Birth	Enter the patient’s date of birth in the format provided. You can also click and select a date from the calendar. NOTE: When you search by date of birth only, Imprivata PatientSecure searches the first 200 patients whose date of birth falls within one day of the date provided.
     Sex	Select one of the following options: All Female Male Other Each Sex option includes records marked “Unknown.”
     Include deleted records	Select the Include deleted records checkbox to search all patient records, including deleted records and records marked Inactive in the HL7 feed; clear this checkbox to limit your search to active patient records only. NOTE: You cannot search by patient identifier for inactive patients.

3. Click Search.

   The search results contain records matching all of your search criteria.

   Each patient record includes a photo (if available), palm silhouette (if a palm scan is used), patient name, and details, including up to three patient identifiers. The patient record indicates whether or not a valid ID was presented.

   The Search options are available in the left pane.

   NOTE:

   If the number of patients in the search results list exceeds the maximum allowed, you see a message indicating the maximum number of results that Imprivata PatientSecure will display.

To refine your search:

1. To narrow your search, refine the search criteria in the left pane.

2. To search all records in the database, select the Include deleted records checkbox.

3. Click Search.

1. Locate the patient in the search results, and then click the row.

   The Patient Details page displays the patient's information.

   NOTE:

   If a palm scan is used, the patient's hand silhouette shown here is not the image of the patient palm vein pattern. The hand silhouette is included in the record to confirm that the patient's hand was placed correctly when the enrollment scan was taken.

2. Review the patient’s information:

• Activity Summary lists the number of successful authentications and the dates when the patient was first enrolled and last authenticated.

• Valid ID indicates lists whether the patient's ID was checked and indicates the user and date.

• Activity History displays the patients enrolled, patients found, and patients not found in the patient’s record, in order by date, with the most recent activity at the top of the list. For PatientSecure environments where there is a mix of biometric scanners, also displays the biometric format type for each activity.

  When the patient record has been deleted, the deletion will appear at the top of the list and no further activities will be recorded.

  When patient biometrics are deleted, the Activity History displays a "Biometric deleted" message.

• Demographics History displays the history of updates made to the patient’s record.

• Identifier History displays the change history of updates made to the patient's identifiers.

  • For an patient identifier added by a FHIR event, click View to view the details.

3. To close the Patient Details page, click Back to Patient Search.

To edit a patient's record:

1. Locate the patient in the search results, and then click the row.

   The Patient Details displays the patient's information.

2. Click Edit in the left pane to open the Edit page.

3. Make changes to one of more of the following fields:

   • First Name

   • Preferred First Name

   • Last Name

   • Preferred Last Name

   • Date of Birth

   • Sex

   • Patient identifier - The patient identifier number must be unique; you cannot specify a patient identifier number that is already in use.

     The PVID is displayed first in the list. You cannot edit or delete the PVID.

     • Click Add New to add a new patient identifier.

     • To edit a patient identifier, click the edit icon ().

     • To delete a patient identifier (other than PVID), click the delete icon ().

   • Valid ID checked - select Yes or No to indicate whether you checked the patient's identification.

4. Click Save. The Confirm Changes page lists the original values and the new values for the patient's information.

5. Review your changes carefully.

6. Enter a reason for the change you are making.

   IMPORTANT:

   You must provide a reason for the change.

7. Click Confirm.

Changes made to enrollment records are available in the Enrollment Record Updates report.

The patient may request that their photo be removed from their PatientSecure enrollment. Removing the photo still allows the patient to be successfully authenticated.

To delete a patient's photo:

1. Locate the patient in the search results, and then click the row. The Patient Details displays the patient's information.

2. To delete the patient's photo, click the delete icon ().

   The deletion creates an HL7 Photo Deletion outbound message.

To delete a patient's record:

1. Locate the patient in the search results, and then click the row.

   The Patient Details page displays the patient's information.

2. Click Edit in the left pane to open the Edit page.

3. Review the patient's information.

   NOTE:

   When you delete the patient’s record, that patient will not be identified by Imprivata PatientSecure on his or her next visit to your facility.

   The registrar will need to enroll the patient again by following the proper Imprivata PatientSecure enrollment process, including checking the patient's identification with a government-issued photo ID.

4. Click Delete. On the confirmation page, enter the following information:

   1. In the Reason for deletion box, enter a reason for deleting the patient record.

      IMPORTANT: You must provide a reason for the deletion.

   2. Click Permanently delete patient biometrics to remove all palm vein biometrics and photos from the patient record in PatientSecure.

1. Click Yes to confirm.

The deleted record will be grayed in the search results list. You can view a deleted record, but you cannot edit it. If you selected the Permanently delete patient biometrics option, all biometrics are permanently removed from the patient record. As a visual indicator, the photo and palm scan icons are replaced with icons indicating that the photo and palm were deleted.

Changes made to enrollment records, including deletions, are available in the Enrollment Record Updates report.