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Using WellSky Enterprise Patient Lookup

How to look up patients for WellSky Enterprise Connector

Stacy Lane avatar
Written by Stacy Lane
Updated over a month ago

If your organization has enabled WellSky Enterprise Connector Patient Lookup, you can quickly associate patient details to a message.

Patient Lookup is available in My Intake for indexing received messages prior to using Download to EMR, and in Release and Desktop for identifying messages prior to sending.


To perform a patient search in My Intake or Release

  • Click the magnifying glass to the right of Patient Details.

  • Search by First Name, Last Name, Date of Birth, Patient ID, or MRN.

    • If the patient details are not available or incorrect, enter enough details to find the appropriate patient from the available demographics.

    • MRN is not available in the WellSky Enterprise Patient Search.

    • All other fields are available for searching.

  • Select the patient.

  • The patient detail fields will be populated with information from WellSky.

Example of Patient Search in My Intake

To perform a patient search in Desktop

  • Click the magnifying glass to the right of Patient Details.

  • Search by First Name, Last Name, Date of Birth, Patient ID, or MRN.

    • If the patient details are not available or incorrect, enter enough details to find the appropriate patient from the available demographics.

    • MRN is not available in the WellSky Enterprise Patient Search.

    • All other fields are available for searching.

  • Select the patient.

  • The patient detail fields will be populated with information from WellSky.

Example of Patient Search in Kno2 Desktop
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