Troubleshooting
Why can’t I find a patient in search?
Patient search matches part of a patient’s name or patient ID. It doesn’t search treatment descriptions or notes.
Matching isn’t case-sensitive, and it covers all your reports, including archived ones. Up to 8 matches are shown, so type more of the name or the full patient ID to narrow the results.
A patient imported without a searchable name or patient ID may not appear.
Good to know
- Search shows treatment-plan summaries, not detailed contact History.