There are various ways to access a patient chart in Juno EMR. If a patient has a scheduled appointment, for example, you can access their chart from that appointment on the schedule. You can use the sidebar to navigate to patient charts that you have recently viewed, or navigate to a chart from the inbox, the ticklers or the messengers. While this may cover a number of situations where you want to access a chart, there will be times where using the search tools to access a chart will be the most efficient route. This guide will allow you to get familiar with both the quick and the advanced search tools available in Juno.
Quick Search
The quick search tool can be used to easily and quickly locate active patient charts. It is located towards the top left of your Juno window. It is identified with the number 1 on the screenshot below.
The quick search tool can be used to search for a patient using the patient’s name or PHN. You do not need to enter the full name or number for results to start appearing. Typing ‘grac’ allows me to find Grace’s chart, for example. When searching by name, you can search either by first name, by last name, or by a combination of the two as long as you enter them in the ‘last name, first name’ format. To find Grace Shults’ chart, I could therefore also use ‘Shul’ or ‘shu,gr’, for example.
To access a chart, click on the patient entry appearing in the options just below the quick search field. The result section is identified by the number 2 in the screenshot above. If you have too many options available in your results, consider entering more letters or numbers, or using the last name and first name combination to narrow the results down further. The result section will display the patient’s name, date of birth and, when saved in the chart, the PHN of the patient.
Advanced Search
While the quick search only displays 10 results, the advanced search tool allows you to find all patients matching a certain search criteria. The advanced search can be accessed by clicking on the ‘More Results’ option in the quick search result list, or by clicking on the search button identified with the number 3 on the screenshot above. This will take you to the advanced search which looks like this:
To use the advanced search,
Use the ‘Search By’ drop down (4) to determine which section of the chart the search will look into. Your options are name, phone, date of birth, address, HIN, email, chart number and demographic number.
Type in your search criteria in the ‘Search Term’ box (5).
Note: When searching by name, the advanced search will always search by last name. To find Grace Shults’ chart, you would need to search by ‘Shults’. If you do not know the patient’s last name, type in a comma before the first name. ‘,Grace’ would allow you to find Grace’s chart.Select whether you want to see only active, only inactive or all charts using the ‘What to Show’ drop down (6).
Click on the ‘Search’ button (7).
The search results can be ordered by any of the column values. Click on the header of a column to order the results by that value (8). Results will be automatically paginated. Use the page navigator (9) located at the bottom left of the results to go from one page to another. To see more results on a single page, change the number of results per page using the options at the bottom right of the page (10).
To access a chart, click anywhere on the patient’s row in the table. You will be automatically brought to the patient’s details page.