You can easily search for patients in your Collaborative Inbox using both Most Recent and Scheduled Views. A search in Most Recent will locate the patient in your WELL system associated with that practice, whereas a search in the Schedule view will look for the patient on the selected day. Search for a patient by First Name, Last Name, Client ID, or Phone Number or any combination of these terms. You can use one, two, or all four depending on how much you need to narrow your search. For instance, if the last name is common, adding a First Name or Client ID.
- You cannot search for unverified patients in WELL.
- Use search before manually adding a patient to WELL in order to avoid creating duplicates.
- Searching with multiple terms in scheduled view will potentially yield more results. (Search uses "OR" logic- if you enter search terms for "Smith" and "Gonzales," it will yield all patients that match either term, not just patients that match both "Smith" and "Gonzales").
Searching in Most Recent View: