How can a find a patient and their file?

The system too numerous to count, ways to find a patient already on the ChiroSpring platform:

1. The main patient search is at the top of every page. Simply start typing their last name, first name or account number. After the third digit is typed in the system will start its search for matching digits:

2. If the patient is on today's scheduler, hover over their picture/initials > Dashboard and their file will appear:

3. Find the patient through Growth Hub. In Growth Hub a Patient is defined as a person listed in your clinic who has at one time or another appeared on the Scheduler for treatment. Every other person on your system is considered a Prospect. Active patients and prospects have had contact with the clinic within the last 60 days. Main Menu > Growth Hub > Patients > Active or Inactive > search for name by sorting or typing name into header > clicking on name will bring that patient's file up:

4. In numerous Reports, the patients name is listed as a link allowing the user to navigate to the logical place in the system where that patient's file can be accessed, viewed and edited. Here is one of those Reports called the Patient Listing: