Patient Search Settings

The patient search screen allows clinic administrators to customize the defaults for the Patient Status and Case Status dropdown menus by role. To use this feature, clinic administrators will need to access Clinic Settings as shown below.

Let’s say you want to customize the patient search screen so that the patient status and case status fields will default to Active for all Assistant user types (e.g., PTAs, COTAs, or SLPAs). To do this, navigate to the Assistant tab and select Active for the Default Patient Status and Active for Default Case Status. Then, click Save Settings to confirm.