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Customise search results

Choose the details staff see when they search, so they can pick the right patient quickly.

Table of Contents
  • Go to Setup, then Fields.

  • Click Customise search results.

  • Turn on the options you want: Email, Mobile, Client ID, Date of Birth, Labels, Book Appointment and Active only.

  • Check the preview, then click Save.

First and last names are always shown.

Up next

Next, read Edit a custom field.