Finding Patients - Built In Lists

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Built-In Lists

There are a number of built-in lists associated with searching for a patient. These can be accessed by clicking on the Built-In Lists button underneath the search box at the top of the screen.


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If, for example you are searching for a patient who had an appointment within the last week, you can use the Patients Seen Last 7 Days option and the system will compile a list of those patients.


The Last 20 Patients option will compile a list of the last twenty patients who have had changes made to their record. Last 20 Patients is the only one of the built-in lists that will provide results if the Appointment module has not been installed in the practice.


For customers that are used to searching for Patient Records with in Optisoft for Windows, or indeed if you are unable to find a patient record using the main search procedure, the Custom Search option allows you to specify which field to search through.


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