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How to Search for Clients

Written by John Allen

To view clients in your diary, you can either find patients using the search bar at the top left of your screen on the diary page or navigate to the side panel on the left side of your screen and click on the Contacts button as seen below.

Once you navigate to the Contacts page, you will be met with a screen outlining multiple options for you to search for patients.

We have introduced new ways to make it easier for you to search for clients. Your diary will have an advanced search area which allows you to search for patient details if you need some extra information. With this advanced search, we also have Smart Lists and Bulk Action features which you can find more at:

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