Filtering the patient list

Filter and sort the patient list to easily find a subset of patients that meet your criteria

Updated over a week ago

You can filter the list of all patients to easily find patients that have (or don't have) one or more patient status tag applied to their chart. You can also filter patients by their Primary Practitioner entered in their chart.

For example, if you use patient status tags to record whether a patient signed a consent form, you can find patients who HAVE or HAVE NOT signed the form.


1. From the main menu, click Patients. The list of all patients in your system appears on the right side.

💡 Tip: To sort the patients by ascending date of birth or by date when they were registered in your system, click the column header. Click again to change the order to descending.

2. To filter the list of patients, in the top-right corner, click the filter button.

The Filter Patients window opens.

3. Specify the filter criteria and click Filter.

The patient list includes only the patients that meet your criteria.

Updated September 1, 2023

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