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Client or Patient Search

Search for a client or patient in the Global Navigation search field by name, phone number, client ID, or patient ID.

Search results populate in the drop-down menu. Select your desired client or patient to open their profile.

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Search by the client’s phone number to narrow your search results.

Troubleshooting Tips for Client or Patient Search

  • Patient co-owners are not searchable.

  • When you search for a patient record by Patient ID and the incorrect patient returns in the search results, this is likely because the Patient ID is very similar to another client’s phone number. (Example: Patient ID is 123456789, and a different client’s phone number is (512) 345-6789.) We recommend searching by the correct client’s phone number in this scenario.

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