Search for a Patient in the Practice Portal

Version 20.13


Patient searches in the Practice Portal are conducted in Patient Administration, located in the Practice Portal's Navigation Panel.

User Permissions: Only Practice Portal users who have been given Patient Administration permissions can access Patient Administration.

Search Patients

  1. In the Practice Portal, navigate to Patient Administration: Navigation Panel > Patient Administration. The Patient Administration window is displayed with the search filters and fields on the left side of the window.

  1. Depending on the portal status of the patient you're searching for, select how you would like to filter your search:
  • Register: searches patients that have a portal status of Unregistered or Pending Registration
  • Account: searches patients who are Registered or Unregistered. This search filter also includes accounts that are unaffiliated to the Practice, meaning that they are not patients but rather the parents/guardians of patients.
  • Chart: searches in the same way as the Account filter
  1. Enter information into at least one of the three search fields: Last Name, First Name, and/or Date of Birth. The more information entered, the more narrowed down the search results will be.
  2. (Optional, only available with Account or Chart search) Select a Search by option. By default, all patients are searched, but you can use the drop-down to select a different status option.
  3. Click the Search button. Patients matching your search criteria are listed on the right side of the window.

Tip: To easily navigate to patients you've recently viewed, refer to the Recently Viewed section of the window. From there, you can click the patient's name to get to their account.