Adding Patients Recorded Class
The Search Patients field is always displayed in the upper-right portion of your window, regardless of your location within Sensei Cloud. You must type at least three characters to initiate the search process.
To find a patient:
- Begin typing any of the following types of identifying information:
- Patient First Name
- Patient Last Name
- Patient Nickname
- Address: Number or Street Name
- Email Address
- DOB (must be complete with slashes: 09/16/1980)
- Phone Number (10 digits)
- Patient ID
A list of patients matching the entry is displayed. As you enter more characters, fewer options are displayed.
- When you find the patient for which you are searching, click the name. A panel is displayed with more options.
Note: If the patient is not found in the search, click Create New Patient. For more information, see How to Create a New Patient Appointment.
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