Patients List
The Patients list is where you find a patient, open their chart to edit, add someone new, or send scheduling or consent links. Day-to-day edits happen after you open the patient’s row—not on this list alone.
No patients found
Get started by adding your first patient.
What the Patients List Is For
A searchable table of patients for the practice and location selected in the header. Use it to locate the right person quickly, then open the chart to edit demographics, insurance, orders, notes, and the rest.
Where and When to Use It
Open Patients from the main menu whenever you need to find a chart, register a new patient, or send a scheduling or consent link. Confirm practice and location first—results follow that selection.
How It Works
The table usually shows name, email, phone, date of birth, next/last appointment, and created date, with page controls. Search narrows by name, email, MRN, date of birth, or phone. Clearing search returns you to browsing. Empty results mean no match in the current practice/location context.
How to Edit a Patient
Search or browse to the patient → click the row to open the chart → open the section you need (usually Patient Info for name, address, phone, or insurance) → change the fields → Save. For the full edit flow and where other jobs live, see Chart Overview.
How to Add a Patient
Use Add Patient to start registration. You mainly complete Patient Info until you save; then the chart opens for more sections. List actions may also send scheduling or consent links when contact info and permissions allow.
Common Issues
Empty list: wrong practice/location or search too narrow. Cannot add: missing add permission or no practice selected. Cannot open chart: missing view/edit permission. Patient “missing”: they may belong to another location or practice context in the header.