1190 S. St. Francis Drive • Santa Fe, NM 87505 • Phone: 505-827-2613 • Fax: 505-827-2530 • nmhealth.org
Patient Search Tips
1. Start on the patient search screen
2. Enter the first two letters of the first name and last name, and
DOB (Thiswill avoid missing a patient records of a “Mathew” if
the person searching types “Matthew”, for instance)
a. If too many results are returned, add a letter or two to the
first andlast name – hopefully, this narrows it down – then
the address, county, etc. can be used as identifiers
3. If no results are returned, try removing the DOB and adding more
lettersto the first and last name
a. If it is a nickname, try using the legal name (Tim vs
Timothy) andvice‐versa
b. If it is a hyphenated last name, try a search with each
nameindividually
c. If it is commonly misspelled last name, try an alternate
spelling(i.e. Philip vs Phillip)
4. If still no results are returned, create a new patient (if able)