Locate patient record

The patient record stores all patient-specific details, including demographic information, their patient chart, current and past encounter details, current and past SOAP notes, exercises, insurance information, transaction history, and more. 

Additionally, this is where you will record new SOAP notes and encounters and document transactions. 

 

Here's how to locate a patient's record: 

1) Navigate to the Search Patients bar at the top of the page.

2) Type a patient's name into the search bar and select the patient's name to be brought to their record.

 

After selecting your patient, you will be brought to the patient record: 

 

💡Pro-tip: 

Clicking on the patient's name from the appointment panel will also bring you directly to their patient record! 

 

 

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