Test Patients Identification

Use one or more of the following fields to filter the list of patients.

1. Display the Test Patients Identification page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Test Patient Identification.
   The Test Patients Identification page opens showing a list of all your patients.
2. Patient Id — Enter the athenaOne ID of a patient.
   Note: If your practice uses provider groups, the patient ID represents the patient record within a specific provider group.
3. Patient Enterprise Id — If your practice uses provider groups, enter the athenaOne enterprise ID of a patient. The enterprise ID represents the entire patient record across all provider groups.
   Note: If your practice does not use provider groups, the enterprise ID is the same as the patient ID.
4. Patient First Name — Enter a first name to display all patient records with this first name.
5. Patient Last Name — Enter a last name to display all patient records with this last name.
6. Test Patient Status — You can use this field to find existing test patients or to exclude test patients from your search.
   • Test patient — Display only patient records marked as test patients.
   • Not a test patient — Display only patient records that are not marked as test patients.
7. Data Over Interface — Use this field with the Test Patient Status field set to Test patient. If your organization tests interfaces to external systems, you can send test patient data over the interface.
   • To search for test patients whose data is transmitted over an interface to an external system, select Yes.
   • To search for test patients whose data is not transmitted over an interface to an external system, select No.

8. Patient Status — Select a patient status to filter the list of patients: Active patient, Inactive patient, Deleted patient, or Prospective patient.
   Note: For more information about prospective patients, see Manage Prospective Patients.
9. Click Filter Test Patients Identification.

Use the Test Patients Identification page to find test patients in athenaOne and to mark dummy patients as test patients. Test patients are excluded from all quality management reporting and submissions.

Note: To allow the data for a test patient to be transmitted over an interface to an external system, you must ask the CSC to enable this feature by selecting Support > Create Case or Call in the Main Menu.

1. Display the Test Patients Identification page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Test Patient Identification.
   The Test Patients Identification page opens showing a list of all your patients.
2. You can use one or more of these fields to filter the list of patients (for more information, see To filter the list of patients).
   • Patient Id
   • Patient Enterprise Id
   • Patient First Name
   • Patient Last Name
   • Patient Status
3. Test Patient Status — You can set this field to Not a test patient to eliminate existing test patients from your search.
4. Click Filter Test Patients Identification.
   Your filtered list of patient records appears.
5. Locate the patient record that you want to mark as a test patient and click edit.
   The Edit Test Patient Identification view opens.
   Note: Click Audit history to display an audit trail of all activity for this patient account.
6. Is Test Patient? — Select Yes from the menu.
   Note: If a patient record was erroneously marked as a test patient, select No from the menu.
7. Send Data Over Interface? — Select this option to allow the data for this test patient to be transmitted over an interface to an external system.
   Note: Set this option for test patients only. Direct messages, messages related to prescriptions, and patient-record sharing (CommonWell/Carequality) messages are not sent over the interface.
8. Click Save.
9. If you edited a patient record that represents the patient in one provider group of a larger enterprise, a message informs you that all patient records for this patient that share the same enterprise ID will be marked as test patients across all provider groups. To edit all patient records for the patient in this enterprise, click OK in the message.