Patient List
The Patient List page displays all patients with search, filtering, and management capabilities. Browse patient records, access details, and perform bulk operations.View Patients
1
Navigate to Patients
Click Patients in the main navigation
2
Browse patient list
See name, contact info, last visit, and status for each patient
3
Sort and paginate
Click column headers to sort, use pagination for large lists
Search Patients
1
Use search bar
Enter patient name, phone, or email
2
View results
Table filters in real-time
Filter Patients
| Filter | Description |
|---|---|
| Status | Active, inactive, archived |
| Last Visit | Date range of last appointment |
| Location | Primary location |
| Tags | Patient tags |
Create Patient
1
Click Add Patient
Button in the header
2
Fill required fields
First name, last name, phone or email
3
Add optional info
DOB, address, insurance, etc.
4
Save
Patient added to list
Patient Actions
| Action | Description |
|---|---|
| View Details | Open full patient profile |
| Schedule | Create new appointment |
| Send Message | Send SMS or email |
| Edit | Modify patient info |
Bulk Operations
1
Select patients
Check multiple rows
2
Choose action
Send message, add tag, export
3
Execute
Action applied to all selected
Export Patients
Click Export to download patient data as CSV or Excel.Troubleshooting
| Issue | Solution |
|---|---|
| Patient not found | Check spelling, try phone number |
| Can’t add patient | Check required fields |
| Duplicate warning | Review existing patients |