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Patient List

The Patient List page displays all patients with search, filtering, and management capabilities. Browse patient records, access details, and perform bulk operations.

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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

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Search Patients

1

Use search bar

Enter patient name, phone, or email
2

View results

Table filters in real-time

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Filter Patients

FilterDescription
StatusActive, inactive, archived
Last VisitDate range of last appointment
LocationPrimary location
TagsPatient tags

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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

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Patient Actions

ActionDescription
View DetailsOpen full patient profile
ScheduleCreate new appointment
Send MessageSend SMS or email
EditModify patient info

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Bulk Operations

1

Select patients

Check multiple rows
2

Choose action

Send message, add tag, export
3

Execute

Action applied to all selected

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Export Patients

Click Export to download patient data as CSV or Excel.

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Troubleshooting

IssueSolution
Patient not foundCheck spelling, try phone number
Can’t add patientCheck required fields
Duplicate warningReview existing patients