You can easily search for patients in WELL in your Collaborative Inbox, both in Most Recent and Scheduled Views. A search in Most Recent will pull from any patient in your WELL system associated with that practice, whereas a search in Scheduled will look for the patient in the selected day. In order to search, you can use any combination of First Name, Last Name, Medical Record Number, and Phone Number. You can use one, two, or all four depending on how much you need to narrow your search. For instance, if the last name is common, adding a First Name or Medical Record Number.
- You cannot search for unverified patients in WELL.
- Use search before manually adding a patient to WELL in order to avoid creating duplicates.
- Searching with multiple fields in scheduled view will potentially yield more results with more fields to give you the most options (uses OR logic- if you search for "Smith" and "Gonzales," it will yield all matches for each, not just matches for both).
Searching in Most Recent View: