Find or edit a Patient

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  1. Select the Patient.

  2. Optional: Modify the patient’s information.

    1. A window will pop-up if the patient's Insurance Policy has expired prompting you to archive this policy. Reference our Patient Insurance Info Help Article for steps on how to add or edit a policy.

  3. Click Save. Otherwise, click Close if no changes were made.

 To see a complete listing of all patients that have been entered, run the Patient Listing Report in Report Viewer.