How do I find a patient?

Search Options

You can search for a patient using either of the following methods:

Option 1: Using the Patient Menu

1. Click the word “Patient” in the top navigation bar.
2. Select “Search Patient” from the drop-down menu.
3. In the “Search Text” field, enter the appropriate information based on the “Search By” criteria.
4. Click the Search button.

Option 2: Using the Toolbar

1. On the toolbar, type the patient’s last name in the “Search Patient” field.
2. Click Enter from the keyboard to initiate the search.

 Step 1: Use the Right Search Criteria

• Double-check spelling of the patient's name.
• Verify birthdates are entered correctly.
• Review any filters applied in the search.
• Ensure "All Offices" is selected if the patient does not appear in your initial search.

 Step 2: Include Inactive Patients

Sometimes, patients may be marked as inactive. To include them in your search:

1. From the Patient Search screen, check the box labeled “Include Inactive Patients.”
2. Perform the search again.

 Step 3: Reactivate a Patient (If Needed)

If you find the patient and need to reactivate them:

1. Go to the Patient Overview screen.
2. Click the Edit button in the Patient Information area.
3. On the Edit Patient Information screen:
   • Check the box next to “Active” to remove the inactive status.
4. Click Save to apply the changes.