The patient list: searching, VIPs and archiving

The Patients page is your patient directory. It shows name, date of birth, phone and email for each patient, with the count of active patients at the top.

Searching

Use the search box to search by name, email or phone. This works within whichever tab you are on, so you can search archived patients too.

Active and Archived tabs

Next to the search box are two tabs: Active and Archived. Archiving keeps your working list clean without deleting anything; an archived patient's full history, photos and records are all preserved.

Archiving a patient

1. Open the patient's record.
2. Press Archive patient at the top right of the record.
3. To bring them back, find them under the Archived tab and press Unarchive patient.

Archived patients show an Archived badge next to their name so you cannot mistake the record for a live one.

VIPs

Patients marked as VIP show a VIP badge in the list and on their record. Use it for the people you want the whole team to recognise instantly.

If the list grows very long, the page shows the first 200 matches; narrow it with search rather than scrolling.