> For the complete documentation index, see [llms.txt](https://edehr.gitbook.io/edehr-compass/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://edehr.gitbook.io/edehr-compass/user-guides/student-guides/students-getting-started/patient-search-and-selection.md).

# Patient Search and Selection

*How to search for, select, and create patient records in EdEHR*

## Patient Chart Workflow

This page walks you through a typical "charting session" from opening the patient to saving a verified report and getting ready to submit your work.

{% hint style="info" %}
**Troubleshooting Browser Extensions**: If you use password managers like 1Password, their browser extension overlays may appear over search fields or forms in EdEHR. To prevent interference, you can temporarily disable the extension for the EdEHR site, or click outside the overlay to dismiss it and continue working.
{% endhint %}

***

## Adding a New Patient

In the EHR Interface, click on New Patient tab.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/4b60d91e-5d7c-439c-a48b-3b76adebedde/ascreenshot.jpeg?tl_px=0,0\&br_px=2672,1493\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=23,65)

Add base information for creating a new patient including Family Name, Given Name, DoB. Ensure any MRN naming instructions are followed.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/c5b30e45-7dac-4aad-b866-100f1ed27b30/ascreenshot.jpeg?tl_px=0,0\&br_px=2672,1493\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=394,133)

Once New Patient Information is populated, hit 'Create' to complete the creation of the new patient.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/2d84f92d-3234-4857-add7-fa7122585a37/ascreenshot.jpeg?tl_px=0,0\&br_px=2672,1493\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=964,39)

***

## Searching & Selecting the correct Patient.

In the EHR interface Click "Search"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/184c63d5-56d2-4630-ba6b-baddaea8f1ba/ascreenshot.jpeg?tl_px=0,0\&br_px=2672,1493\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=88,68)

You can then search for the correct patient either by MRN or Patient name. Once you have search and found and selected the correct Patient. Select Open to open their patient data in the EHR Interface.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/1272fced-e6af-42c6-826d-4fd23f11b351/ascreenshot.jpeg?tl_px=0,0\&br_px=2672,1493\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=943,49)

You can have multiple patients in the Patient Banner.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/83eddb1e-79f9-4156-ab03-bf6f4bd1be0e/ascreenshot.jpeg?tl_px=0,0\&br_px=2672,1493\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=272,88)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://edehr.gitbook.io/edehr-compass/user-guides/student-guides/students-getting-started/patient-search-and-selection.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.