The patient list is where you find anyone fast, spot duplicates and clean up after an import. Filters and search do most of the work; archiving keeps the list to people you actually see.
Search and sort
The Patients page lists one location's patients. If your clinic has several, choose the location at the top; a user whose Location access is their own location only sees that one. Type into Search patients to narrow the list as you type, by name, email or phone. The filters All, Active, Upcoming (active patients with a visit booked) and Archived decide who's listed, and the sort list offers Newest first, Name or Date of birth, in either direction.
Each row shows the name, the patient number such as P000123 and the date of birth, and a small marker on patients who have an upcoming appointment. Select a row to see a preview beside the list: personal and contact details, the next appointment or None scheduled, and the actions below. Select the name to open the full record.
Long lists are paged ten at a time: the count reads 1–10 of 1,532 patients, and the foot of the list has numbered pages, … for gaps and previous and next arrows; on a phone it shows 3 / 12 between the arrows. While the list reloads after a page, location or filter change, the rows fade until the new page appears.
Actions from the preview
- Archive or Unarchive the patient. See Archive, restore or delete a patient.
- Merge this patient into another record when they've been added twice. See Merge duplicate patients.
- Delete, offered only once the patient is archived.
- New patient at the top of the page adds someone who isn't there yet. See Add a patient.
Archiving and editing need the patient-management permission; deleting needs its own delete permission, which only Administrators and Power Receptionists have. A Bookkeeper can search and open patients but can't change them.