How to Search for a Patient

Related Training
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:

1. 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, dots, or dashes: MM/DD/YYYY, MM.DD.YYYY, or MM-DD-YYYY for US or DD/MM/YYYY, DD.MM.YYYY, or DD-MM-YYYY for UK)
   - Phone Number (10 digits)
   - Patient ID
   A list of patients matching the entry is displayed. As you enter more characters, fewer options are displayed.
2. 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.