Using the Smart Search to Change Patients
1. From the Patient Reserve, click the patient's name or picture in the upper left corner of the screen. Alternatively, click on the magnifying glass in the upper right corner of the screen which will take you to the same Change Patients screen.
2. Using the Smart Search field, type the patient's name you wish to open, and then click Switch to Patient when you've found the correct record. You can also use the additional fields below depending on the information you have.
What Does the Smart Search Field Allow?
- Patient Name
- Owner Name (first and/or last)
- Alias ID
- Email Address
- Phone Number
- Rabies Tag Number
- Microchip Number
- License ID Number
Switching Patient Records With the Same Owner
1. From the Choose Action Screen or Patient tab, click the Patient List widget.
2. From this widget, double-click on the patient name you wish to pull up, and the system will automatically change records to display this new patient in the Patient Reserve.
