Patient profiles are a one-stop shop for all information related to a patient. Finding a patient is an easy process.

First, select the Patients feature in the top menu.

Here you’ll see a list of all the patients in your system. To help you find the right patient, there are different search and filter options explained below.

When viewing patients there is a set of filters and searches at the top of the page. You can use these filters and search fields to find a specific patient or narrow your results. Filters will show up at the top of the Patient page.

Search Fields - Search fields allow you to type in the criteria you want to find. You can enter full or partial information. For example, you could search with the first few characters of a patient name to see all matching tasks. To remove a search item, hit the X.

Dropdown Fields - Certain filters are based on predefined values. Use the dropdowns to select the appropriate value. For example, maybe you’re only looking for patients with a status of Hold. To clear a filter, hit the X.

Advanced Filters - To see more filter options click the inverted triangle to the left of the filter section. A panel will open on the left with additional search and filter fields. Click the checkmark to apply your choices.

You can use multiple filters and search fields to narrow your results. Only results that match all of your filter criteria will be displayed.

To clear all filters and search criteria, click the circular arrow on the left.