How do I view my Patients on HelloHealth?
You can view your Patients on HelloHealth by clicking on ‘Patients’ on the menu.
This will take you to the Patients page and by default, all your patients will be shown in no particular order from here you can see and do the following:
- Filter patients by provider: Here you will only see patients from one or more providers.
- Filter patients by appointment: Here you will only see patients based on the different appointment filters which will be discussed further.
- Filter patients by patient information: Here you will only see patients that match with the patient information you have chosen.
- Filter patients by age group(s): Here you will only see patients based on the age group you have chosen.
Sometimes you might want to see your patients or patients from other providers within your facility. You can do this by using the “Add filter” drop-down at the top left corner of the screen.
As mentioned above, by default each provider will see their patients listed by default once they open the Patients Page.
To view patients from one or multiple providers you can follow these steps:
Step 1
Click on the “Add filter” drop-down at the top left corner of the screen.
Step 2
Select “Provider”.
Step 3
After selecting “Provider”, a ticked box will appear and in the same line next to “Provider”, another drop-down box will appear.
Step 4
Click on the drop-down box and select “equals” and next to it another drop-down box will appear.
Step 5
When you click on the drop-down box, you will see a list of providers pop-up. Here you can choose one or more providers.
Step 6
Choose the provider(s) and click the blue “Apply” button under the drop-down. From here you will see patients who are linked to the chosen provider (s).
Filter patients by patient information
Filtering patients by using their information on HelloHealth is no different than performing a search. These are the filters you can use to search for the patient you want to see:
- First Name
- Last Name
- Phone Number
- MR Number
- PCREF Number
Whichever filter you pick to use for this search, they all follow the same steps which are as follows:
Step 1
Click on the “Add filter” drop-down at the top left corner of the screen.
Step 2
Select any of the filters (e.g. First Name).
Step 3
After selecting the filter, a ticked box will appear and in the same line next to the chosen filter, another drop-down box will appear.
Step 4
Click on the drop-down box and select “equals” and next to it, a search box will appear.
Step 5
When you click on the search box, you can enter the name of the patient or any information that matches the filter you have chosen to use to perform this search.
Step 6
Enter the chosen patient information and click on the blue “Apply” button just under the search box. From here you will see the patient that matches the patient information you have entered.
Filter patients by age group(s)
Filtering patients by age group(s) follows similar steps to filtering by appointment status. Check the steps to do so above and follow them to filter patients based on their age group(s)