Find and manage your patient list

Finding a patient

The patient list is where most days start — search for who you need, glance at the essentials, and open their full record in one step.

Search and filter

Type a name into the search box to narrow the list as you go. If your clinic runs more than one location, switch locations from the top to see that location's patients. Use the filter chips to quickly show only active or archived patients.

The patient list with the search box, location selector, and status filters.

Read a patient row

Each row shows enough to recognise the right person at a glance — their name, age, and active or archived status. Select any row to open their full record.

A patient row showing name, age, and status.

Add a new patient

If the patient isn't in the list yet, choose New patient to create their record.