Find Patients

The Patients page shows every patient connected to your network through active clients and assignments. Use it to find a patient — and to see why one isn't showing up. Admin or Provider, visibility follows the same rules.

#Can't find a patient? Check these first

A missing patient is almost always a scope issue, not a missing record. Work down this list first:

1. Network linkage — is the patient's client linked to your network? See Linked Clients.
2. Client assignment — is the searching provider assigned to that client? See Assign Providers.
3. Provider assignment — is the provider expected to serve this patient assigned correctly?
4. Patient status — is the patient active?
5. State license coverage — providers only see patients in states where they hold an active, verified license. See Credential Checks.

#How patient access works

Patients is scoped by role: Admins see patients across active linked clients; Providers see a narrower, read-only set shaped by client assignment and license coverage. Provider Delegates also get patient login assistance tools for linked-client patients.

The full breakdown is in Roles & Permissions — it's why two people can search the same name and get different results.

#Use the patient profile

• Review demographics and contact details before coordinating care.
• Open history, forms, labs, orders, prescriptions, and timeline details available to your role.
• Use patient communication tools only for appropriate administrative or care-related follow-up.

#Help a patient sign in

Provider Delegates have patient login assistance tools for linked-client patients. When a patient can't get in, a delegate is the right person to help. See Delegate Accounts.