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Use the Locate tab to perform detailed searches, such as searching by the date a client's record was created, the client's location, destination, incident involvement, and so forth.

This feature is specifically designed for users who should have limited access to client records and their PHI. Your goal should be to locate a specific record rather than conduct broad searches. If your search results in more than 25 records, the system will not display them. You must refine your search. Refer to Locate for more information and for tips on searching.

You can only select record types if you have the authority to work with non-active (archived and deleted) records.

To locate a record

1. From your results you can do the following:
   1. To view a specific record, click its view icon.
   2. To change your search terms, click Refine Search.
   3. To start a brand new search, click New Search.

Next Steps

Once you find the record, you may be authorized to perform a number of actions, including:

• Viewing and/or editing the record
• Acknowledging a patient
• Receiving patients
• Transporting patients
• Discharging patients
• Generating patient-related reports