Searching & Adding Patients

Searching a Patient

Searching patients is easy and can be done from the home screen of Charting+!

  • Select the "Search Patients" search bar
  • Enter the first name, last name, or telephone number of the patient
  • Press Enter on your keyboard


Adding a Patient

While searching for a patient - if you can't find them, select the "Add New" button

  • Complete the form with all applicable information for the patient – contact information, address, physician details, and important account notes
  • When finished, click either “Save & Open Patient” or “Save Patient”
  • TIP: Be sure to fill out the patient Legal First Name, Legal Last Name, Date of Birth and Gender to avoid duplicate patient profiles.

Note: Please ensure you have the correct Date of Birth and Phone number formatting as indicated on the form


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