A patient can be selected three different ways:
- Tap the patient's appointment in the Schedule.
- Enter their name in the Patient Search field in the Patients sidebar.
- Tap View All Patients, and find the patient in the list. (Note: Depending on the size of your database, it may take some time to load the patient list.)
After you select a patient, you will be able to select one of the sub-tabs of the Patients ability: Clinical, Patient, Follow-Ups (Recalls if you have MacPractice DDS), Referrals, Custom, Appts, Notes, Emergency, Post Charge or Orders.