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Steps:
0. Choose a FHIR server from the Server dropdown at the top of the page, or select "Other (specify)" from the dropdown and enter the server's URL, ending with a slash... (e.g., http://myserver.org/fhir/)

• If using the "helios-a-o" server, click "Get A&O Server Token" to retrieve an access token
• If using a different server that requires an access token, obtain it from the owner (not using this page) and paste it into the Access Token field
• If the server doesn't require a token, you can leave the Access Token field empty'

1. Find the patient using a FHIR search or Patient $match operation.
To use the search method:

• Select ""FHIR search"" in the Method dropdown
• Add one or more search parameters...
  • select a parameter type (e.g., family name)
  • choose an operator (e.g., equals or contains)
  • and specify one or two values (if you select two, the query will search for either)
    * Note that checking / unchecking the box next to a parameter will add or remove it from the query
• View the generated FHIR search string in the Query Text box
  * You can also edit the query here, but heads up that your changes will be overwritten if you make a change in the parameter fields above
• Click the Submit button to send the query off to the FHIR server
• Scroll through the results that are returned to find the server's FHIR ID for the patient
  • there might be multiple matched patients... read through the returned JSON bundle text, or click "data map" to see the response in a more graphical form
• Copy the Patient.id value to use in the next step (the id is highlighted in the response... select the value following "id":)

To use the Patient $match method...

• select "Patient $match operation" from the Method dropdown
• paste a Parameters resource containing a Patient resource and match options into the "body text" box. This tool doesn't help build that :(

2. Retrieve PDMP info in the server

• Select the "subject" parameter to use for the patient id. Paste in the Patient.id from the previous step
• Set the operator to "equals or contains"
• Paste in the patient ID from Step 1
• Click submit and view the results