Searching and Selecting a Patient

Patients can be located by name or birthdate. When searching by name, PatientBase automatically finds patients whose first or last name matches the entered criteria. To search by last name, enter a comma after the letters entered (e.g., doe,). Once located, patients can be fitted, edited, linked, or deleted, and previously saved fitting sessions can be opened.

1. Click Patient: on the Connect screen or Patient: Patient's Name from the Menu Bar in Pro Fit.
2. Check Show all patients to display all patients in alphabetical order by last name, or click Recent to display the 20 most recent patients accessed.
3. Enter the patient's name or birthdate.
4. Click  or press Enter and a list of patients matching the criteria displays.
5. Click the desired patient to view detailsdetails.

   Tab	Description
   Sessions	Previously saved Fitting and Audiogram sessions. Click  or the session date to expand the tree.
   Comments	Patient comments. To add or edit comments, see Editing Patient Comments.
   Patient Profile	Patient information. To edit patient information, see Editing a Patient.

6. To open a previously saved fitting session, click the Sessions tab, click on the session, and the session opens in Pro Fit. To start a new fitting, click Select Patient or double-click on the patient.

   Note:  To view the patient's audiogram session, click on the session, and the audiogram opens in a pop-up window. To edit or create a new audiogram, see Audiogram.

   Tip:  Click Cancel to cancel selecting a patient.