Looking Up a Patient Account

Learn how to search for an existing patient from the Chart Rack.

Pull up the Chart Rack

1. Click on the Billing menu.

2. Select Patient Account.


Hit Ctl + A on the keyboard.

Search for a Patient

1. Select the type of information to search. The options are Birth Date, Chart #, Name, Phone # and Social Security #. The default option will be Name if nothing is selected.

2. Type in a name or number to search. If looking for a patient name, the system will search by last name.

Chart rack is re-sizable. Hover over the edge or corner of the chart rack an drag your mouse to re-size.

Select the Patient.

When the patient needed has been pulled up, click on the name and hit Select; or hit Enter on the keyboard.