Reference tables for search criteria and when selections

The Sample Search Information shown here is ONLY AN EXAMPLE of what should be entered. Follow the format, but do not duplicate the specific samples data shown, unless it is correct for the search and filter that is right for the practice. For each search and/or filter field, the data must be entered in the correct format.

Personal search fields	Sample search information
Account Type	This information should be the ID assigned to the account type, such as “CASH” or “GI”.
Birth Date	05-06-1965
Birth Month	5
Birth Day	6
Birth Year	1965
Chart	2000-00001
Date Admitted	01-15-2000
Last Name	Smith
First Name	John
Head of Household
Provider	This information should be the ID assigned to the provider, such as “1” or “JWS”.
Sex	M or F
Status	Active, Inactive, Deceased, etc.
ZIP Code	32750

Table 2

Financial search fields	Sample search information
Minimum Due	1.00
Past Due	25.00
Past Due Date	01-15-2000
Insurance Balance	500.00
Patient Balance	143.50
Total Balance	643.50

Table 3

Visit information fields	Sample search information
Last visit date	01-15-2000
Next visit date	12-31-2015

Table 4

Referral information fields	Sample search information
Number of Referrals	5
Referral Type	This information should be the ID assigned to the referral type, such as “1”.
Referred By	1999-00358

Table 5

Special Definitions

When Option	Reason for Special Definition	Special Definition
Less Less or Equal	When it is used with a date search	Before the date of
Greater Greater or Equal	When it is used with a date search	After the date of
Not Equal	To exclude from the search	Do NOT show patients that meet this criteria

Table 6