How to Use Advanced Patient Search
The Advanced Patient Search feature in Helix allows users to quickly locate patient records using multiple filters and search criteria. It ensures accurate results, especially when basic searches return too many matches.
🧭 Overview
Advanced Patient Search is designed for detailed queries. Whether you're looking for a patient by partial name, phone number, ID, or appointment history, the advanced search provides a flexible way to filter results.
➕ Accessing Advanced Search
You can access Advanced Search directly from the Home Screen:
-
Click on the Magnifying Glass with Plus (+) icon next to the standard search bar in the top bar.

📝 Steps to Use Advanced Search
-
Click the Advanced Search Icon (🔍➕) from the top bar.
-
Enter Filters:
-
Name (Full or Partial)
-
Medical Record Number (MRN)
-
Phone Number or Email
-
National ID or Passport Number
-
Appointment Date Range (if applicable)
-
-
Use Additional Filters:
-
Department or Assigned Doctor
-
Patient Category (e.g., VIP, Insurance)
-
-
Click Search:
-
The results will display a list of patients matching the criteria.
-
-
Select the Patient:
-
Click the patient’s name to open their full profile.
-

❗ Common Errors & Fixes
| Error Message | Cause | Resolution |
|---|---|---|
| No Results Found | Filters too specific or incorrect | Remove some filters or double-check data entry. |
| Search Timeout | Too many records to display | Refine your filters to narrow down the search results. |
| Invalid Field Entry | Wrong format for phone/ID fields | Correct the format and re-run the search. |
✅ Pro Tips
-
Use partial names combined with other filters (e.g., date of birth) to narrow down the results.
-
For quick checks, start with the basic search bar; use advanced search only when needed.
-
Remember to clear filters after a search to avoid incorrect results for future queries.