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Find Patient Appointments & Encounters


To open an encounter, edit an appointment, add an appointment, book repeat appointments, edit the patient registration, open a patient dashboard, or enter a payment use the Find Patient feature. Click Find Patient button to display a list of appointments, encounters, notes, and patients.

Find Patient Appointments To find a patient appointment, type their name and/or select a provider, facility, status, or date and then click the Filter button. Click on the name of the patient and the appointment. The buttons at the bottom of this menu are not active and can open an encounter, edit the patient registration, edit the appointment, book a new appointment, book a repeat appointment, open the patient dashboard (chart summary) or collect a payment.

Find Patient Encounters To find a patient encounters, type their name and/or select a provider, facility, status, or date and then click the Filter button. Click on the name of the patient and the encounter. The buttons at the bottom of this menu are not active and can open an encounter, edit the patient registration, edit the appointment, book a new appointment, book a repeat appointment, open the patient dashboard (chart summary) or collect a payment.

Find Patient Notes To find a patient notes, type their name and/or select a provider, facility, status, or date and then click the Filter button. Click on the name of the patient and the encounter. The buttons at the bottom of this menu are not active and can open a note, edit the patient registration, edit the appointment, book a new appointment, book a repeat appointment, open the patient dashboard (chart summary) or collect a payment.

Find Patient List To find a patient with a registration, type their name and/or select a provider, facility, status, or date and then click the Filter button. Click on the name of the patient and the encounter. The buttons at the bottom of this menu are not active and can open a new encounter without an appointment, edit the patient registration, edit the appointment, book a new appointment, book a repeat appointment, open the patient dashboard (chart summary) or collect a payment.

Editing an Encounter Detail for a Checked in Patient To modify a patient’s encounter details, such as their insurance, provider assigned to the patient, or referring physician, after they have already checked in can do so through Find Patient. Click Patient List, select the patient, click open encounter, and the dialog box below opens. Click edit on the encounter that needs to be modified, make the changes, and then click the Update Encounter button.


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