Searching for a Patient

Updated on July 28, 2026 | 09:42 AM – CST

However you like to work, a patient is only a quick search away.

This video covers the search box at the top of the screen, where the list narrows as you type and you click through to open the chart.

You'll also see how to search from Quick Actions if you're heading straight into a new visit or encounter, and how the Patient module prompts you to search the moment you open it.