Search vs. Advanced Search on the Homepage

The Search feature on the homepage will allow you to quickly and easily search for a client or patient by the patient's name + client last name or by client first name + client last name.

The Advanced Search feature allows the practice even more functionality in pulling past medical records. Here they can search under the following items:


This becomes very useful when you are treating multiple patients with similar medical records. Here you can review how you handled other patients with the same lab results/diagnoses/visit reasons/etc. 


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