Opening Patient Profiles

You can open patient profiles for existing patients.

To open patient profiles

  1. Access the fields in the Select Patient section by using one of the following methods:
    • Click Patient in the left column of menu options.
    • From the Calendar View of the Scheduler, double-click an available time slot to open the Schedule Appointment window.
  2. Search for a patient using one of the following methods:
    • Enter patient information in one or more of the Last Name, First Name, Date of Birth, and Phone Number fields.
    • Select a patient from the Today’s Patients drop-down list.

    The patients that meet the search criteria display.

  3. Click the patient’s last name.

    The patient’s profile opens.

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