How-to: Selecting a patient for an order

Steps

1. Click the search field

In the Patient Information section, click the search field.

Cursor clicking into the patient search field in the Patient Information section

2. Type patient information

Enter part of the patient's name, date of birth, phone number, or ID. A dropdown appears with matching results showing each patient's name, ID, and date of birth.

Patient search field with dropdown showing matching patients with blurred PII

3. Select the patient

Click the patient's name in the dropdown to select them.

The patient's details appear in the Patient Information section, including name, DOB, gender, contact information, and address.

Patient Information section showing selected patient details with View/Edit and Remove buttons with blurred PII

Related actions

View/Edit — Opens the patient record to view or update their information.

Remove — Clears the selection so you can search for a different patient.

Create Patient — If the patient doesn't exist, click this button to add a new patient record. See How-to: Adding a new patient.