As explained earlier, every time that you go to File > Patients from the main menu (or click the Patients button in the main toolbar, or press [CTRL][P] in your keyboard) you will be presented with the Search Patient screen. This screen will also open when you are selecting a patient record for an appointment, exam, order, insurance claim or employee message.

In the ‘Search Patient’ group box, you can specify your search criteria and click Search to find the matching patient records in the database. You can enter partial strings or digit sequences and the system will look for them within the values stored in the database. In Fig. 2, you can see the results of a search for the partial string “dar” within the ‘Last name’ field. The value specified in the ‘Phone’ box will turn up matches in the home, mobile, work, alternate and fax number fields in the database.

You could select the ‘History’ radio button to see a listing of the patient profiles that have been created or modified throughout the day as well. Once you see the patient profile that you need to work with in the bottom grid, you can double-click on it or highlight its record and click Select to open it. To enter a new patient profile into the system, click the Add button.