Here we can view the patients' tab and access all the relevant information about the patients in the office.
When we first click on the 'Patients' tab we are taken to the office's current list of patients.
This will give you some quick information about the patient, photo (if added), name, phone number, last seen (if applies), next appointment (if applies), date of birth, and their patient ID.
To the left of each patient, you will see a box, if checked you will be able to send a message by clicking the button that will appear above the DOB and ID columns.
If we click on the 'Select All' box at the top of the patient list you will be able to message all patients.
At the top right of the screen, you can add a new patient by clicking on the blue button labeled 'New Patient'. To the left of that button, you will see a white button labeled 'Export Patients' and that will download an XSLX file with all of your patients. Next, we have our search fields. You are able to search by first name, last name, phone number, tag, or type.
To the right of the field labeled 'Search By Type', you will see a button with three horizontal bars.
If we click on that it will expand your search options. Here you will see many other options to narrow down your search.
To view the "Patient Profile" follow this link.