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Load visit, lab, and other service lines after identity check: full name on chart plus DOB and/or MRN (both recommended).
Demo / training — sample lookup values
| Wanjiru, A. | DOB 1988-03-14 or MRN MRN-10042 → encounter lines (OPD, triage, labs, imaging, pharmacy). |
| Okafor, C. | DOB 1965-06-02 or MRN MRN-10088 → no pending encounter lines in demo. |
| Tran, M. | DOB 1991-09-30 or MRN MRN-10103 → follow-up, labs, EKG, facility fee. |