---
title: How to search for patients
description: Enable users to locate and manage patient records efficiently using Helix’s built-in search tools.
---
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June 4, 2025
# How to search for patients
**Audience:** Receptionists, Nurses, Doctors, Admins, and other authorised users
**Purpose:** Enable users to locate and manage patient records efficiently using Helix’s built-in search tools.
### Accessing the Patient Search
The **global patient search bar** is located at the top of the Helix interface and is always visible. This allows quick access to patient records from anywhere in the system.
**\]**
### Basic Search
The basic search allows you to search using any known patient information. You can search by:
- Patient Name
- Mobile Number
- Patient ID
- National ID or other unique identifiers
Start typing, and Helix will display real-time matching results.
### Advanced Search
For more specific or filtered results, click on the **“Advanced Search”** option near the search bar.
Advanced filters include:
- Date of Birth
- Gender
- Contact Number
- Patient Category
- Visit History
- Service Type
- And other demographic filters
This is useful when there are many patients with similar names or incomplete information.
### Selecting and Managing Patient Records
Once results appear:
- Click the **three-dot (⋮) context menu** next to the patient’s name.
- Choose from available options:
- **Select:** Loads the patient record into your current workflow
- **Open File:** Opens the full patient profile, including demographics, documents, visits, billing, and more
### Best Practices
- Always verify identity using **at least two identifiers** (e.g. name + phone number or name + ID).
- Report any suspected duplicates to your system admin for review. These can be merged to ensure data accuracy.
- If search results don’t appear, double-check spacing, spelling, or try using partial keywords.
- Advanced Search is ideal for patient-heavy clinics or administrative tasks requiring specific record filtering.
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