Search for a patient record

Modified on Tue, 22 Aug, 2023 at 2:38 PM

Select the 'Patients' tab on the left-hand side.


Enter the patient details. Only one field is needed to make a search, but the more fields filled, the more specific the search. Surname and DOB are recommended.


Once details are entered, click ‘Apply’.


To view patient details, click on the relevant record.


Note: If there are patients registered without a specific site, unwanted lines will appear on the Dashboard. To check which patients do not have a specified site run a search choosing the option for 'No Site Specified' using the drop-down arrows. This will enable you to find all patients with this status and assign them to a site.


See our walkthrough guide here.