To search for a patient, click the Search Icon on the Practice Dashboard.
Select a Provider and search for a patient using any of the fields listed in the ‘Search by’ drop down menu. Deselect the Active Patients check box if searching for inactive patients. Click on the patient name or on the last visit hyperlink to access the patient’s records.
If multiple results appear, select the desired patient by clicking on their name. A new tab will open along the top with the selected patient’s record. See Patient Record for more information.
You may also click on the Billing History hyperlink to view their account balance. Click on the Last Visit hyperlink to access their most recent encounter.