Patient Search in eRAD - Best Practices Job Aid

When scheduling a patient, it's best practice to search for them first—by name and date of birth (DOB)—to determine if they already have a profile in the system. This helps avoid duplicate records and ensures access to their history.

Start Your Search Here

• Use the search bar in the top-right corner of the screen.
  NOTE: By clicking the magnifying glass, you can open the Patient Search Tab, where search criteria can be placed in specific queries
  

DOB Format Options Accepted in eRAD

• You can enter dates in any of these formats:
  • MMDDYY → 070860
  • MM/DD/YY → 07/08/60
  • MM-DD-YY → 07-08-60
  • MMDDYYYY → 07081960
  • MM/DD/YYYY → 07/08/1960
  • MM-DD-YYYY → 07-08-1960

Name Search Formats

• eRAD supports a variety of name entry formats:
  • DOE, JANE (Last, First)
  • JANE DOE (First Last)
  • D, J (Initials)
  • DO, JA (Partial Name Search)

Phone Number Search Options

• These formats are accepted:
  • 1234567890 (No separators)
  • 123-456-7890
  • 123/456/7890
  • (123) 456-7890

Viewing the Patient Folder

• Once your search results display:
  
  • Double-click the patient's name to open their Patient Folder.
  • To better understand the Patient Folder, review the Understanding the Patient Folder in eRAD job aid.

Can't Find the Patient

• After trying all options:
  • Results section will display "No patient found matching your search"
    
    
  • Click [New Patient/New Appointment]
    
    
  • Follow the steps in the Creating & Scheduling a New Patient in eRAD job aid

Tips to Improve Your Search

• Confirm spelling (watch for hyphens, apostrophes, etc.)
• Ask for previous names (maiden, married, nicknames)
• Use partial searches (first few letter of first or last name)
• Try first name only or last name only + DOB
• Avoid over-filtering, too many filters can prevent existing profiles from appearing. Keep it simple when in doubt.

EDITED: 06/11/2025