Access a Patient's Dashboard

Use the Person Search Bar

1. Type the patient’s name in the Person Search Bar and press Enter key.

Persons with similar names already in the system may cause the Person Search window to open.

2. To open the Patient Dashboard of, John Wayne, click anywhere on the line.
3. To add a new patient, Jon Wayne, click New Patient.

4. In the Create New Patient window, enter all necessary and pertinent information and click Save.

5. Use the Person Search Bar and enter the name of the new patient you just created, and click enter.
6. When the Person Search window appears, Left click on the line containing the correct name.

From the Appointment Grid View:

1. If the patient has an existing appointment, click on the avatar of the patient to open that patient’s Dashboard.