How do I search for a patient/client on mobile?

To search for a patient on mobile:

  1. Click the search icon in the top right-hand of the screen (it looks like a magnifying glass)
  2. Enter the patient name and select search on an iPhone keyboard or the magnifying glass on android devices
  3. Your search results will display and you can select to set the patient as active

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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