Search for a Patient in Lumeca

• Clinical users who are seeing their patients using 'patient consultations', must invite their patients to join their virtual clinic and their patient must create a Lumeca account.  
• After the patient accepts the invitation and sets up their account, office admins or healthcare providers may search for them and schedule patient consultations.
• Clinical users who are using 'video meetings' only to see their patients, are not required to invite patients to join their virtual clinic, nor are patients required to create Lumeca accounts, as there is no identifiable patient information attached to those meetings. 

Step 1 - From the left navigation bar, tap 'Clinic', then select 'Patients'.

Step 2 - Enter your search criteria, then click 'Search':

• Patient Name, ID* or Health Card Number - Enter one of these.  

 * Each patient who creates a Lumeca account, is given a specific ID number that identifies only them and is referenced under their patient information within the platform.

• Provider (optional) - You may narrow your search by selecting the provider your patient is under.  
  • 'Show all patients' checkbox -
    • If checked, you will see all active and deactivated patients who meet the search criteria under this provider.  
    • If unchecked, you will only see active patients.

Step 3 - When ready, click 'Search'. 

• They still need to be invited by you to become a virtual patient, and/or

• They have not yet accepted the invitation to join your clinic and completed their account creation

If your patient's name does not appear after searching for them:

Step 4 - Click on your patient from the 'Search Results'.

You will see the information your patient entered when they created their account.  You will be unable to update this information.  If any of it is incorrect or missing, notify your patient to have them make the necessary change(s)/additions.  

Also shown is their system-generated Lumeca Patient ID number. 

Additional information on this screen includes:

Providers:  The healthcare providers associated with this patient.

Upcoming Appointments:  Any upcoming scheduled patient consultations.

Consultations Requiring Follow-Up:  Any past appointments that were marked for follow-up work.  

Past Medical/Surgical History:  This information must be entered manually by a clinic care team member.

Allergies:  This information must be entered manually by a clinic care team member.

Prescription History:  Prescriptions ordered through this platform.

Past Consultations:  Any consultations the patient has previously had.

The platform will also detect any mismatches.  For example, if there was a consultation using this patient's health card number, including ones that have already been archived, it will show an error message explaining what the issue is.

If you need clarification, access the consultation in question by clicking the 'open' icon on the right-hand side of the screen.