Search for a Patient

Quickly find a patient record in your clinic using name-based search.

Prerequisites

• You have patients.view permission assigned to your staff role.

Steps

1. Navigate to Patients from the main menu.
2. Locate the search bar at the top of the patient list.
3. Type the patient’s name — you can search by:
   • First name (e.g., “Maria”)
   • Last name (e.g., “Garcia”)
   • Full name (e.g., “Maria Garcia”)
4. Results update as you type, showing matching patients within your clinic.
5. Click on a patient to open their Patient Page.

Notes

• Search results are scoped to your clinic only — you will not see patients from other clinics.
• The search matches against first name, last name, or the combination of both.
• If you cannot find a patient, verify the spelling or try searching by a different part of their name.