Search patient

ModulePatients

Suggested profileReception / Coordination

PermissionPATIENTS: READ

StatusValidated

Objective

Quickly locate a patient by name, surname, medical record or phone to open their record, schedule an appointment or record a charge.

Before starting

• Have at least one of the following data: name, surname, medical record number or phone.
• If only the name is known, type at least 3 characters to trigger the search.

Step by step

1. Enter the Patients module.
2. Locate the global search bar at the top of the table.
3. Type at least 3 characters. The search fires after 500 ms of inactivity (debounce).
4. The table shows the results that match:
   • Name
   • Surname
   • Medical record number
   • Phone
5. To see more results, click the pagination buttons at the bottom of the table.
6. To clear the search, delete the text from the field. The table returns to the full list.

Expected result

• The table shows the patients that match the criteria, with their medical record, name, sex, age, phone and status.
• If there are no matches, the table is empty and shows the "No records found" message.

Pending: add screenshot of pacientes-buscar-01-resultados.png.

Common errors

Situation	What to do
The search returns no results	Verify that at least 3 characters were typed; try with the phone or the medical record.
The search feels slow	This is normal behavior: the system waits 500 ms to avoid saturating the backend.
The patient appears deactivated	Reactivate them from the Status switch if the operation requires it.

Suggested permissions

• PATIENTS: READ (implicit when having access to the module) is sufficient to search.
• To view the complete patient detail (drawer), READ permission is sufficient.

Relation with other modules

• Schedule: the patient search in the schedule reuses the same service.
• Cash box: from Cash box you can also search for the patient to record payments.
• Prescriptions and studies: the searches of those modules start from the same source.