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Use search to find a patient quickly. You can then open their details, see their records, or start a new record for them.
1

Where to search

The search field is usually on the dashboard or in the patients area. Type the patient’s name, ID, or another identifier to see matching results.

Use filters (e.g. clinic) if available to narrow results. Results update as you type.

Patient search field or search results
2

After you find a patient

Select a result to open that patient. From there you can view or edit their details or create a new record for them.

Click a result to open the patient. You can then edit details or start a new record for that patient.

Patient selected or patient detail view

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Next steps

Manage Patients

View and manage patient information.

Create Record

Create a new record for a patient.