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Dream Factory by TruBridge Ideas Portal
Status In Development
Created by Laura Colbert
Created on Jun 20, 2023

SEARCH BY ACCOUNT NUMBER OPTIONS IN WEB CLIENT THAT IS NOT WHITE BOARD

We have several users that search by patient by account number, such as HIM, financial, audits. These are NON CLINICAL users, and our facility really feels that non-patient care users do not need Whiteboard. Non patient care does not need a current list of patients. So as we remove access to the Whiteboard, these users only have the option to pull a patient by name only. Please make the other options available to non Whiteboard users to find patient, or allow us to lock down the Whiteboard to a search only, not a current list of patients. Laura

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  • Logan Marolf
    Reply
    |
    Jan 15, 2025

    We also have removed the ability for staff to access the whiteboard list, search by nursing.

    A search option within webclient by account number where this is not connected to the whiteboard list would be helpful!

    2 replies
  • Laura Colbert
    Reply
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    Jul 5, 2023

    Dear Guest,

    So we have denied Whiteboard to non patient care users. This magnifying glass is just another means of pulling up Whiteboard. Therefore, if they don't have access to Whiteboard, the magnifying glass doesn't work for them, and they still cannot search by patient number. I was so excited when I saw your comment, I thought it would fix our issue. But unfortunately, it did not. Thank you so much for your input!! And now I know what that magnifying glass is for!



  • Guest
    Reply
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    Jul 3, 2023

    They moved the ability to search by account # to the magnifying glass in the upper right hand side next to the home button. It's not intuitive since all the other search options are on the left hand side, but it will allow them to search without the whiteboard.

4 MERGED

Add a search by account number option to the charts look up tab

Merged
We can search currently by name, nursing and physician but a by number option would be helpful
Benjamin Torres over 1 year ago in Tracking Board | Patient Search 1 In Development
4 MERGED

search by number

Merged
the ability to search by number when searching in charts
Guest over 2 years ago in Tracking Board | Patient Search 1 In Development
1 MERGED

Search by Number, as a stand alone, in Web Client

Merged
Have the option on the left hand menu to Search by Number, as a stand alone, like it was in Thirve UX.
Alisha Herrmann 8 months ago in Tracking Board | Patient Search 0 In Development
1 MERGED

Please add "Search by Number" as an option in the Home and Charts drawer

Merged
I do realize that you can click "Whiteboard List", type the number into the blank box, and hit enter OR you can click the new little magnifier in the top right and open the whiteboard search that way too. Neither of these processes are obvious or ...
Kelsey Drouhard about 1 year ago in Thrive Web Client 1 In Development