A. Use the Person Search Bar
- Type the patient’s name in the Person Search Bar and Click Enter.
Persons with similar names already in the system may cause the Person Search window to open.
- To open the Patient Dashboard of, John Wayne, click anywhere on the line.
- To add a new patient, Jon Wayne, click New Patient.
- In the Create New Patient window, enter all necessary and pertinent information and click Save.
- Use the Person Search Bar and enter the name of the new patient you just created, and click enter.
- When the Person Search window appears, Left click on the line containing the correct name.
B. From the Appointment Grid View
- If the patient has an existing appointment, click on the avatar of the patient to open that patient’s Dashboard.