Find and Filter Patients
Search the patient list and narrow it by status, provider, or view.
Find a patient quickly from the patient list before editing details, scheduling, or opening the chart.
Who does this: Front desk staff, providers, and clinic administrators.
Steps
Open Patients from the main menu.
Use Search patients... to search by name or contact detail.
Choose a tab such as All, Today's Schedule, Pinned, Adult, or Minor.
Use All Providers to filter by provider.
Select List View or Card View.
Select a patient row or card to open the patient chart.
Tip: Use Pinned for patients you need to revisit often.
Troubleshooting
The patient is missing. Clear search and switch back to All.
I only see today's patients. Select All to remove the schedule filter.
Related
- Before this: Add a New Patient
- After this: Open Patient Charts
- Instead: Schedule a New Appointment
Need help? Contact your administrator or reach out to support.