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Patients

The Patients tab lists the locally available patient directory alphabetically.

  • Type part of a patient name to filter with case-, accent-, typo-, and partial-text tolerance.
  • Choose a stage chip to filter by the effective patient stage.
  • Enter selection mode to move several patients to one stage.
  • Open a patient to see Record, Attendance, and Payments.
  • Use the add action for one patient, or Import Patients in Settings for reviewed bulk intake.

The list does not currently promise search by identifier, tax ID, contacts, custom fields, or clinical text.