Search for patient records

To search for patient records, you first need to identify organizations that have seen your patient. Then you can request patient documents from each of those organizations.

If you want to know where you can get patient records from, explore a list of active Carequality participants with this search tool.

You can also check out the Carequality test patient data for context on the code examples we provide.

You have two options for finding a patient’s record: 

1. Search for a patient using Access's record locator service: If you don’t know where the patient is located or if the patient may exist in multiple locations, Access can provide a list of possibilities. This is the most common option since it allows you to identify all of the organizations where a patient’s record may exist.
2. Search for a patient with your own location search: If you have a static list of locations you wish to search or know exactly which organizations have records for the patient, you can search those specific organizations or locations directly. Keep in mind that this means you can only search one organization at a time. You can perform this type of search with either the Redox Data Model API or the FHIR® API.

Regardless of the patient search option you use, each query contains required metadata fields that identify the requesting user and their organization, specify the purpose of use, and direct the request to the target organization. These fields exist within the Meta section of the query.

1
{
2
  "Meta": {
3
    "DataModel": "PatientSearch",
4
    "EventType": "Query",
5
    "Destinations": [
6
      {
7
        "ID": "1ca254a8-8d42-4593-abb4-b21399d9de57"
8
      }
9
    ],
10
    // This field is used to list the organization to be queried
11
    "FacilityCode": "{{OID of facility to be queried}}",
12
    "Extensions": {
13
      // This extension is used to identify the querying organization's OID
14
      "sender-organization-id": {
15
        "string": "{{Your OID here}}.{{facility number}}"
16
      },
17
      // This extension is used to identify the querying organization name, generally the name of your covered entity.
18
      "organization-name": {
19
        "string": "Beverly Hills Telehealth"
20
      },
21
      // This extension should include the name of the querying user
22
      "user-id": {
23
        "string": "Doolittle, John"
24
      },
25
      // This extension should include the role of the querying user.
26
      // You may use SNOMED, but any codeset can be used.
27
      "user-role": {
28
        "coding": {
29
          "code": "112247003",
30
          "display": "Medical Doctor"
31
        }
32
      },
33
      // The purpose of use for your query, generaly Treatment
34
      "purpose-of-use": {
35
        "coding": {
36
          "code": "TREATMENT"
37
        }
38
      }
39
    }
40
  }
41
}

You must populate any test requests with the appropriate destination ID in the Meta.Destinations array based on the environment and type of requests:

This popular option relies on Access's record locator service to do the heavy lifting for you. Record locator service looks for your patient's record at Carequality participant facilities within the same areas as your organization and the patient's home address (if supplied). Record locator service also leverages results from other Redox client searches so we can go beyond the search area, if possible. 

1. If you already have the network patient ID, you can skip to step 3. If you don't have the network patient ID, using Postman or curl, send a PatientSearch.Query request with the patient's demographics to the Redox gateway (2.16.840.1.113883.3.6147.458.2).

   What demographic information to include

   We recommend including as much demographic information as possible when you're searching for a patient. Most Carequality participants use advanced matching algorithms that have higher success rates when more information is included.

   Carequality requires that implementers rely on these data points at a bare minimum, so include these in your search:

   • given name
   • family name
   • birthdate
   • gender

   You should also include any of these extra data points, but it's up to Carequality implementers whether they rely on them for providing results:

   • Social Security number (SSN)
   • address
   • email address
   • phone number(s)

   If you don't include as much demographic information as possible, you may find other patients with the same basic demographic information.

   Example: Search for a patient

   bash

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   1
   curl \
   2
   -X POST https://api.redoxengine.com/endpoint \
   3
   -H "Content-Type: application/json" \
   4
   -H "Authorization: Bearer {{access token}}" \
   5
   -d '{
   6
       "Meta": {
   7
           "Extensions": {
   8
               "sender-organization-id": {
   9
                   "url": "https://api.redoxengine.com/extensions/sender-organization-id",
   10
                   # This should be the OID representing you as an organization. If you have multiple levels, it helps to be specific
   11
                   # but you can also just use your top-level
   12
                   "string": "{{organization_oid}}"
   13
               },
   14
               "user-id": {
   15
                   "url": "https://api.redoxengine.com/extensions/user-id",
   16
                   # This should change per query and should be a human-readable ID for the user (typically name, not an actual ID)
   17
                   "string": "{{user_human_readable_id}}"
   18
               },
   19
               "user-role": {
   20
                   "url": "https://api.redoxengine.com/extensions/user-role",
   21
                   # Depends on the user above, this is a SNOMED CT code
   22
                   # See here: https://www.hl7.org/fhir/valueset-practitioner-role.html
   23
                   "coding": {
   24
                       "code": "{{user_role}}",
   25
                       # This is set for the default code (112247003), but if you have a different code, this should change
   26
                       "display": "Medical Doctor"
   27
                   }
   28
               },
   29
               "purpose-of-use": {
   30
                   "url": "https://api.redoxengine.com/extensions/purpose-of-use",
   31
                   # Almost ALWAYS treatment -> depends on the app purpose, but typically this is treatment
   32
                   # If it wasn't, other organizations on Carequality likely wouldn't respond
   33
                   # To use this, you have to participate in Carequality, which is why you also have to push data
   34
                   "coding": {
   35
                       "code": "TREATMENT",
   36
                       "display": "Treatment"
   37
                   }
   38
               }
   39
           },
   40
           "DataModel": "PatientSearch",
   41
           "EventType": "Query",
   42
           # Remove this in Production
   43
           "Test": true,
   44
           "Destinations": [
   45
               {
   46
                   # This value is standard Redox Meta structure and will vary between environments
   47
                   # See the Carequality FAQ for Production values -- you're all set for sandbox testing
   48
                   "ID": "{{rls_query_destination}}"
   49
               }
   50
           ]
   51
       },
   52
       "Patient": {
   53
           "Demographics": {
   54
               # These will change for whatever information you have, see our API documentation for supported fields
   55
               "FirstName": "Lacy523",
   56
               "LastName": "Waelchi213",
   57
               "DOB": "2014-05-19",
   58
               "Sex": "Male",
   59
               "Address": {
   60
                   "StreetAddress": "418 Rice Ranch Apt 17",
   61
                   "City": "Easton",
   62
                   "State": "Massachusetts"
   63
               }
   64
           }
   65
       }
   66
   }'
2. Record locator services takes the patient's demographics and returns the network patient ID.
3. Using Postman or curl, send a PatientSearch.LocationQuery request with the network patient ID to the record locator destination (adf917b5-1496-4241-87e2-ed20434b1fdb for staging requests; 97f2dc1d-c71b-43a7-a436-9b789d44c804 for production requests).

   Example: Search for locations

   bash

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   curl \
   2
   -X POST https://api.redoxengine.com/endpoint \
   3
   -H "Content-Type: application/json" \
   4
   -H "Authorization: Bearer {{access token}}" \
   5
   -d '{
   6
       "Meta": {
   7
           "Extensions": {
   8
               "sender-organization-id": {
   9
                   "url": "https://api.redoxengine.com/extensions/sender-organization-id",
   10
                   # This should be the OID representing you as an organization. If you have multiple levels, it helps to be specific
   11
                   # but you can also just usee your top-level
   12
                   "string": "{{organization_oid}}"
   13
               },
   14
               "user-id": {
   15
                   "url": "https://api.redoxengine.com/extensions/user-id",
   16
                   # This should change per query and should be a human-readable ID for the user (typically name, not an actual ID)
   17
                   "string": "{{user_human_readable_id}}"
   18
               },
   19
               "user-role": {
   20
                   "url": "https://api.redoxengine.com/extensions/user-role",
   21
                   # Depends on the user above, this is a SNOMED CT code
   22
                   # See here: https://www.hl7.org/fhir/valueset-practitioner-role.html
   23
                   "coding": {
   24
                       "code": "{{user_role}}",
   25
                       # This is set for the default code (112247003), but if you have a different code, this should change
   26
                       "display": "Medical Doctor"
   27
                   }
   28
               },
   29
               "purpose-of-use": {
   30
                   "url": "https://api.redoxengine.com/extensions/purpose-of-use",
   31
                   # Almost ALWAYS treatment -> depends on the app purpose, but typically this is treatment
   32
                   # If it wasn't, other organizations on Carequality likely wouldn't respond
   33
                   # To use this, you have to participate in Carequality, which is why you also have to push data
   34
                   "coding": {
   35
                       "code": "TREATMENT",
   36
                       "display": "Treatment"
   37
                   }
   38
               }
   39
           },
   40
           "DataModel": "PatientSearch",
   41
           "EventType": "LocationQuery",
   42
           # Remove this in Production
   43
           "Test": true,
   44
           "Destinations": [
   45
               {
   46
                   # This value is standard Redox Meta structure and will vary between environments
   47
                   # See the Carequality FAQ for Production values -- you're all set for sandbox testing
   48
                   "ID": "{{rls_query_destination}}"
   49
               }
   50
           ]
   51
       },
   52
       "Patient": {
   53
           "Identifiers": [
   54
               {
   55
                   # These will always change based on the previous search response. This only ever expects one identifier at this time
   56
                   "IDType": "2.16.840.1.113883.3.6147.458.2",
   57
                   "ID": "9ab85b7b-3946-4cfa-977f-5fbc84334ac8"
   58
               }
   59
           ]
   60
       }
   61
   }'
4. The response returns a list of locations where the patient exists—along with the patient’s localized IDs at each location, which we validate.

   Example: Successful response for location search

   json

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   1
   {
   2
       "Meta": {
   3
           "DataModel": "PatientSearch",
   4
           "EventType": "LocationQuery",
   5
           "Extensions": {
   6
               "sender-organization-id": {
   7
                   "url": "https://api.redoxengine.com/extensions/sender-organization-id",
   8
                   "string": "2.16.840.1.113883.3.6147.458.5420.1.1.2"
   9
               },
   10
               "user-id": {
   11
                   "url": "https://api.redoxengine.com/extensions/user-id",
   12
                   "string": "{{user_human_readable_id}}"
   13
               },
   14
               "user-role": {
   15
                   "url": "https://api.redoxengine.com/extensions/user-role",
   16
                   "coding": {
   17
                       "code": "112247003",
   18
                       "display": "Medical Doctor"
   19
                   }
   20
               },
   21
               "purpose-of-use": {
   22
                   "url": "https://api.redoxengine.com/extensions/purpose-of-use",
   23
                   "coding": {
   24
                       "code": "TREATMENT",
   25
                       "display": "Treatment"
   26
                   }
   27
               },
   28
               "task-id": {
   29
                   "url": "https://api.redoxengine.com/extensions/task-id",
   30
                   "string": "6cd7a70d-024f-4239-898a-5a3745242948"
   31
               },
   32
               "task-status": {
   33
                   "url": "https://api.redoxengine.com/extensions/task-status",
   34
                   "string": "Success"
   35
               }
   36
           },
   37
           "EventDateTime": "2021-12-08T21:47:05.931Z",
   38
           "Message": {
   39
               "ID": 12672017218
   40
           },
   41
           "Source": {
   42
               "ID": "7f296bb4-83fd-498d-92f3-a76960648788"
   43
           },
   44
           "Destinations": [
   45
               {
   46
                   "ID": "adf917b5-1496-4241-87e2-ed20434b1fdb",
   47
                   "Name": "Outbound RLS"
   48
               }
   49
           ],
   50
           "Logs": [
   51
               {
   52
                   "ID": "c7addcc6-8206-4d3d-986b-1ce0bd1002e0",
   53
                   "AttemptID": "754b8cdd-3022-4fdc-8613-cdba52db4ff0"
   54
               }
   55
           ]
   56
       },
   57
       "Patients": [
   58
           {
   59
               "Identifiers": [
   60
                   {
   61
                       "ID": "d5a61983-5ef8-4d31-a1ce-9a92b1f098f9",
   62
                       "IDType": "2.16.840.1.113883.3.6147.458.2"
   63
                   }
   64
               ],
   65
               "Organization": {
   66
                   "Identifiers": [
   67
                       {
   68
                           "ID": "2.16.840.1.113883.3.6147.458.2",
   69
                           "IDType": "OID"
   70
                       }
   71
                   ]
   72
               }
   73
           }
   74
       ]
   75
   }

The Meta.Extensions.task-status.string field contains a status of either Active or Success.

The response waits up to 10 seconds to reach a Success state. If unable to reach Success in that time, the response retains an Active status. You can retry the exact request repeatedly until it reaches a Success state.

If you know exactly where a patient was seen previously, you can search for a patient at an individual organization. If you want to search multiple organizations, you must search them one at a time.

1. If you already have an organization and its respective OID to search, you can skip to step 4. If you don’t have an OID for the organization you want to search, send the Organization.Query request. With this query, you search by ZIP code radius or organization name.

   Example: Search for organizations

   bash

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   1
   curl \
   2
   -X POST https://api.redoxengine.com/endpoint \
   3
   -H "Content-Type: application/json" \
   4
   -H "Authorization: Bearer {{access token}}" \
   5
   -d '{
   6
       "Meta": {
   7
           "DataModel": "Organization",
   8
           "EventType": "Query",
   9
           "Destinations": [
   10
               {
   11
                   # This value is standard Redox Meta structure and will vary between environments
   12
                   # See the Carequality FAQ for Production values -- you're all set for sandbox testing
   13
                   "ID": "{{organization_query_destination}}",
   14
                   "Name": "Redox Carequality - Organization Directory (XML)"
   15
               }
   16
           ]
   17
       },
   18
       "Directory": "Carequality",
   19
       # For all of the below, pass null if you're not searching that style, otherwise behavior will try to search the most exact
   20
       #
   21
       # Identifier is only if you know the exact identifier of the organization, which is rare, but used for example here (finding your own org)
   22
       "Identifier": {
   23
           "ID": "{{organization_oid}}",
   24
           "IDType": "OID"
   25
       },
   26
       # There are two "SearchType"'s "exact" and "contains" - use as desired with the "Value" field the search param
   27
       "NameSearch": {
   28
           "SearchType": null,
   29
           "Value": null
   30
       },
   31
       # You can use state to look in a specific state, or use the radius search to search from a zip code
   32
       # Using both together should not be done
   33
       "State": null,
   34
       "RadiusSearch": {
   35
           "ZipCode": null,
   36
           "Radius": null
   37
       },
   38
       # This can be used to page results
   39
       "Index": null,
   40
       "Limit": 20
   41
   }'
2. If the request is successful, you receive a synchronous Organization.QueryResponse with the relevant organization results.

   Example: Successful response for organization search

   json

   Copy

   1
   {
   2
       "Meta": {
   3
           "DataModel": "Organization",
   4
           "EventType": "Query",
   5
           "Source": {
   6
               "ID": "7f296bb4-83fd-498d-92f3-a76960648788"
   7
           },
   8
           "Message": {
   9
               "ID": 12693372849
   10
           },
   11
           "Destinations": [
   12
               {
   13
                   "ID": "5de9d0e0-91f6-4b89-9bfb-461a6966d93a",
   14
                   "Name": "Carequality Organizational Directory"
   15
               }
   16
           ],
   17
           "Logs": [
   18
               {
   19
                   "ID": "e6e74f98-ff08-4b1a-aedb-b0e53226948b",
   20
                   "AttemptID": "15c2375b-fdf7-420e-ab92-29b2676981b9"
   21
               }
   22
           ]
   23
       },
   24
       "Directory": "Carequality",
   25
       "Organizations": []
   26
   }
3. From the results list, you can select one or all of these organizations to then run a patient search.
4. Now that you have an organization to search, send the PatientSearch.Query request with the patient's demographics to see if that organization has your patient’s records. You must use the organization’s OID in each request.

   Where to find the OID

   The OID is found in the FacilityCode field of the Organization.QueryResponse that you received in the previous step.

   Data model example: Search for a patient within one organization

   bash

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   1
   curl \
   2
   -X POST https://api.redoxengine.com/endpoint \
   3
   -H "Content-Type: application/json" \
   4
   -H "Authorization: Bearer {{access token}}" \
   5
   -d '{
   6
       "Meta": {
   7
           "Extensions": {
   8
               "sender-organization-id": {
   9
                   "url": "https://api.redoxengine.com/extensions/sender-organization-id",
   10
                   # This is the OID that represents you as an organization. If you have multiple levels, it helps to be specific
   11
                   # but you can also just use your top-level.
   12
                   "string": "{{organization_oid}}"
   13
               },
   14
               "user-id": {
   15
                   "url": "https://api.redoxengine.com/extensions/user-id",
   16
                   # This should change per request and should be a human-readable ID for the user (typically name, not an actual ID).
   17
                   "string": "{{user_human_readable_id}}"
   18
               },
   19
               "user-role": {
   20
                   "url": "https://api.redoxengine.com/extensions/user-role",
   21
                   # This is a SNOMED CT code that relates to the user above.
   22
                   # See here: https://www.hl7.org/fhir/valueset-practitioner-role.html.
   23
                   "coding": {
   24
                       "code": "{{user_role}}",
   25
                       # This is set for the default code (112247003), but this should change if you have a different code.
   26
                       "display": "Medical Doctor"
   27
                   }
   28
               },
   29
               "purpose-of-use": {
   30
                   "url": "https://api.redoxengine.com/extensions/purpose-of-use",
   31
                   # Almost ALWAYS treatment -> depends on the app purpose, but typically this is treatment.
   32
                   # If it wasn't, other organizations on Carequality likely wouldn't respond.
   33
                   # To use this, you have to participate in Carequality, which is why you also have to push data.
   34
                   "coding": {
   35
                       "code": "TREATMENT",
   36
                       "display": "Treatment"
   37
                   }
   38
               }
   39
           },
   40
           "DataModel": "PatientSearch",
   41
           "EventType": "Query",
   42
           # Removed in production
   43
           "Test": true,
   44
           "Destinations": [
   45
               {
   46
                   # This value is standard Redox Meta structure and will vary between environments.
   47
                   # See the Carequality FAQ for Production values -- you're all set for sandbox testing.
   48
                   "ID": "{{standard_patient_destination}}"
   49
               }
   50
           ],
   51
           # From the previous Organization.Query, this should be the Organization's OID that you want to search.
   52
           # So if there are 4 organizations you're interested in, you must make 4 of these requests to find the patient at that location.
   53
           # However, watch out for duplicates by looking at the Endpoints values in the Organization results, to see if they have
   54
           # the same gateway.
   55
           # Below, we use Redox for example.
   56
           "FacilityCode": "2.16.840.1.113883.3.6147.458.2"
   57
       },
   58
       "Patient": {
   59
           "Demographics": {
   60
               # Populate these fields based on your patient's information. See our API documentation for supported fields.
   61
               "FirstName": "Adolfo",
   62
               "LastName": "Kessler",
   63
               "DOB": "2002-10-31",
   64
               "SSN": "999-55-2115",
   65
               "Sex": "Male",
   66
               "Address": {
   67
                   "City": "Madison",
   68
                   "State": "Wisconsin",
   69
                   "ZIP": "53711"
   70
               }
   71
           }
   72
       }
   73
   }

   FHIR example: Search for a patient within one organization

   bash

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   1
   curl --location --request POST 'https://api.redoxengine.com/fhir/R4/ceq-xcpd:2.16.840.1.113883.3.6147.458.2/Development/Patient/_search' \
   2
   --header 'Authorization: Bearer <TOKEN>' \
   3
   --header 'x-sender-organization-id: 2.16.840.1.113883.3.6147.458.7512.1.1.1' \
   4
   --header 'x-user-id: {{user_human_readable_id}}' \
   5
   --header 'x-user-role: {{user_role}}' \
   6
   --header 'x-purpose-of-use: TREATMENT' \
   7
   --header 'redox-source-id: a085ab75-59fc-4cfc-bc2a-6f31c3283d98' \
   8
   --header 'Content-Type: application/x-www-form-urlencoded' \
   9
   --data-urlencode 'given=Adolfo' \
   10
   --data-urlencode 'family=Kessler' \
   11
   --data-urlencode 'birthdate=20021031' \
   12
   --data-urlencode 'gender=Male' \
   13
   --data-urlencode 'address-postalcode=53711'
5. If your search matches a patient at the given organization, the response returns the patient’s identifier and additional details.

   Example: Successful response for a patient search within one organization

   json

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   1
   {
   2
       "Patient": {
   3
           "Demographics": {
   4
               "Address": {
   5
                   "County": null,
   6
                   "Country": null,
   7
                   "ZIP": "53711",
   8
                   "State": "wisconsin",
   9
                   "City": "madison",
   10
                   "StreetAddress": "602 schiller junction suite 68"
   11
               },
   12
               "EmailAddresses": [],
   13
               "PhoneNumber": {
   14
                   "Work": null,
   15
                   "Mobile": "+15556533376",
   16
                   "Home": "+15556533376"
   17
               },
   18
               "Sex": null,
   19
               "DOB": "2002-10-31",
   20
               "LastName": "kessler",
   21
               "FirstName": "adolfo",
   22
               "SSN": ""
   23
           },
   24
           "Identifiers": [
   25
               {
   26
                   "IDType": "2.16.840.1.113883.3.6147.458.2",
   27
                   "ID": "45e5fadd-0496-4e48-be26-a06d78f8e950"
   28
               }
   29
           ]
   30
       },
   31
       "Meta": {
   32
           "DataModel": "PatientSearch",
   33
           "EventType": "Query",
   34
           "Message": {
   35
               "ID": 12721022314
   36
           },
   37
           "Source": {
   38
               "ID": "d9c19117-7778-47fd-9f55-b3bccc4055f8"
   39
           },
   40
           "Destinations": [
   41
               {
   42
                   "ID": "1ca254a8-8d42-4593-abb4-b21399d9de57",
   43
                   "Name": "Carequality Sandbox - XCPD"
   44
               }
   45
           ],
   46
           "Logs": [
   47
               {
   48
                   "ID": "0a4eb252-cb7a-4349-b0a5-5ccc53be2e37",
   49
                   "AttemptID": "95f2c3bd-8660-45b4-a73b-a3543908d4c2"
   50
               }
   51
           ]
   52
       }
   53
   }

   FHIR example: Successful response for a patient search within one organization

   json

   Copy

   1
   {
   2
       "resourceType": "Bundle",
   3
       "type": "searchset",
   4
       "total": 1,
   5
       "entry": [
   6
           {
   7
               "resource": [
   8
                   {
   9
                       "resourceType": "Patient",
   10
                       "id": "45e5fadd-0496-4e48-be26-a06d78f8e950^2.16.840.1.113883.3.6147.458.2",
   11
                       "identifier": [
   12
                           {
   13
                               "value": "45e5fadd-0496-4e48-be26-a06d78f8e950",
   14
                               "system": "2.16.840.1.113883.3.6147.458.2"
   15
                           }
   16
                       ],
   17
                       "name": [
   18
                           {
   19
                               "given": [
   20
                                   "adolfo"
   21
                               ],
   22
                               "family": "kessler"
   23
                           }
   24
                       ],
   25
                       "gender": "male",
   26
                       "birthDate": "2002-10-31",
   27
                       "telecom": [
   28
                           {
   29
                               "value": "5556533376",
   30
                               "system": "phone",
   31
                               "use": "mobile"
   32
                           },
   33
                           {
   34
                               "value": "5556533376",
   35
                               "system": "phone",
   36
                               "use": "home"
   37
                           }
   38
                       ],
   39
                       "address": [
   40
                           {
   41
                               "line": [
   42
                                   "602 schiller junction suite 68"
   43
                               ],
   44
                               "city": "madison",
   45
                               "state": "WI",
   46
                               "postalCode": 53711
   47
                           }
   48
                       ]
   49
                   }
   50
               ],
   51
               "search": {
   52
                   "mode": "match"
   53
               }
   54
           }
   55
       ]
   56
   }

   If a patient isn’t found, the response returns an empty array.
6. Repeat steps 4 and 5 for every organization you want to search.

• Request patient documents