Summary
Patient Search in the Patients tab allows you to search for specific patients by typing a patient first name and/or last name, a phone number as 10 consecutive digits, a Patient ID, or an email address and then press Enter or click the Search icon.
Patient Search Box
Leave the Patient Search box empty and then click Search to produce a list of all active patients within your practice.
Patients found in any search may be messaged at one time by clicking SEND MESSAGE TO ALL PATIENTS BELOW.
Your results will be shown on the right side of the screen. More than one patient may appear in the search results, so select the patient you want and click the underlined patient name to review the Patient Details of a specific patient.
The Patient Details screen shows patient information, communication history, scheduled appointments, and previous appointments.
You can perform a number of actions from the Patient Details screen. See Patient Details article for more information.
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