2.4 Patient Search

You can search for a patient in two main areas: the search bar and the advanced search. Both methods display active patients, and you have the option to load archived patients as well. Archived patients are those who have not visited the office in the last six months, determined by their most recent appointment or last signed note.

Main Search Bar

In the main search bar, you can search by patients using the following criteria:

First Name
Last Name
Date of birth (Use format MM/DD/YYYY or MM-DD-YYYY)
Nickname
Email
Phone Number (Must use 10 digits. No dashes or parentheses. Example: 0000000000)

This will then display the patients who meet the criteria of your search. You can click on the case you wish to go into. This search will show active cases only.

Archived Patients- If you do not see the patient you are searching for, they may be archived. Click the load more message to load archived patients.

Advanced Search

Clicking on the magnifying glass will bring up the advanced search. You are able to search with the following criteria:

Last Name, First Name
First Name
Last Name
Date Of Birth
Medical Record Number (MR Number or MRN)
Social Security Number
Nickname
Phone Number
Email

This will display all active patients and all cases (active and inactive cases). You can also use the checkbox to include archived patients.

Once a patient is scheduled or a note is completed, the patient will move from archive to active status.