Search for Patient Records

You can use the search bar to search for patients by name, chart number, or other customized columns.

Note: Searches are not case sensitive.

Search results can appear as one of two record types:

• Patients: They have a chart number, clinical and financial records, and can be scheduled for appointments. They display a checkmark next to their name in the search results.

Note: Newly created records are automatically set as patients if the Personal tab > Patient checkbox is selected when the patient record is created.

• Non-patients: They cannot be booked for appointments or have treatments created for them. They display an empty checkbox next to their name in the search results.

To search for a patient record:

1. Open the Patients module and enter the search criteria in the search bar.

Field	Description
Name	Enter the name and press Enter. For exact matches, enter the full name. Example: mathers, jim For last name matches, enter the full name or starting letters. Examples: mathers or ma For partial last / first name results, enter the first letters of each. Example: ma, j For first or preferred name results, enter the name. Example: jim Tip: If searching for a common name, use unique criteria.
Chart Number	Enter the number and press Enter. Tip: You can also enter the starting letter and click the Chart # column header.
Other common customized columns include:
Mobile Phone / Phone #	Enter the number, click the Phone column heading, and select Search on Mobile Phone or Search on all phone numbers. Note: Do not include the area code in your search. Example: To find 212-344-4545, enter 344-4545 or 344-4.
Birthdate	Enter the date and click the BirthDate column heading. Note: The required date format is based on your institution but you can use either a dash (-) or slash (/) as the separator.

2. Review the patient search results.