Find a patient
Search, filter and sort your patient list.
The Clients page lists every patient, newest first. The count beside the title always matches what you are looking at.
Narrow the list
Type in Search by client name. It matches any part of a first or last name.
Use the tabs to switch between All, Active, Inactive and New this month.
Open the All clients menu to pick a saved view.
Arrange the table
Click Sort to choose Ascending or Descending order.
Click Edit Columns to add details such as Date of Birth, Client Balance or Last appointment (date), then click Save.
Change Rows per page at the bottom of the table.
Click a name to open the patient card. Hover over a name to see the mobile number without leaving the list. If a search finds nothing, you will see No results found!, so check the spelling or clear the search.
Up next
Next, read Use the patient card.