Open a patient record
Search lets you open a patient record from anywhere in the system.
- Select the search field in the top right corner
- Start entering the patient's name
- Search results appear as you type.
- Select the patient you want to review
- Selecting a patient from the search results opens their patient dashboard.
If you have permissions to view provider, individual, or external provider records, they also appear in the search results.
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The standard search only searches against specific fields defined in Practice Settings. For example, first name, last name, individual code, phone number, etc.