The Patients page (/patients) is where you browse everyone registered at your clinic. From here you can search for a specific patient, narrow the list with filters, or add a new patient without leaving the page.
What you'll learn
How to search and filter the patient list
What information appears on each patient card
Which patient details only show up conditionally
How to add a new patient with the New Patient modal
The Patients page showing the search bar, filter controls, and a grid of patient cards.
Searching and filtering
Use the search bar at the top of the page to find a patient by name or other identifying details. Combine search with the available filters to narrow a long list down to exactly who you're looking for.
Type into the search box to match against patient names as you type.
Apply filters to narrow the list, for example by clinic location or status.
Clear filters to return to the full patient list.
What's on a patient card
Each patient in the list is shown as a card with a summary of key information. Not every field appears for every patient — some rows only show up when there's something meaningful to display.
Some card rows are conditional An opening-balance line only appears on a patient's card if the balance is non-zero. A next-appointment line only appears if the patient actually has an upcoming appointment in the future. Contact and email rows only render if that information exists on the patient's record. If a patient's card looks shorter than others, it's usually because there's simply nothing to show in those rows, not a display problem.
Adding a new patient
You can register a new patient directly from the Patients page using the New Patient modal.
1
Open the modal
Click <strong>New Patient</strong> at the top of the Patients page.
2
Enter the patient's details
Fill in the fields provided in the modal, such as name and contact information.
3
Save
Click <strong>Save</strong> to create the patient record. The new patient then appears in the list and can be opened to complete the rest of their record.
