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Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
Opening and Closing Patient Records
Opening a Patient's Record
To start a consultation, open a patient's record.
Finding a Patient by Chart Number
Find a patient by chart number.

Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
- Patient Database
  The Patient Database lists the records of all active, inactive, and deceased patients.
- Importing and Exporting
- Adding, Editing, and Deleting Patients
  You can add and edit patient records to keep your patient database up-to-date.
- Patient Reviver
  Use the Patient Reviver utility to restore patient records that have previously been marked as Deceased or Deleted.
- Merging Patients
  Merge duplicate patient records.
- Opening and Closing Patient Records
  - Opening a Patient's Record
    To start a consultation, open a patient's record.
    - Finding a Patient Record by Name
      Search for patients by their family name.
    - Searching for Patients by Date of Birth
      Search for patients by their date of birth.
    - Finding a Patient by Chart Number
      Find a patient by chart number.
    - Finding a Patient by Phone Number
      Search for patients by their phone number.
  - Opening a Patient's Record on Multiple Computers
    You can open a patient's record on more than one computer simultaneously.
  - Opening Multiple Patient Records
    Switch between multiple patient records if required.
  - Closing a Patient's Record
    To end a consultation, close the patient's record.
- Patient Photographic Identification
  Display patient photographs to assist you in identifying your patients, ensuring that you have opened the correct patient record.

Finding a Patient by Chart Number

Find a patient by chart number.

When searching for a patient record, within the set of demographic details presented is a Chart Number field as shown in the image below.

ID Number

Enter here the patient's file number as recorded in your manual filing system. Up to ten characters can be entered, with at least one number included. The number does not have to be unique, as some filing systems store all patient's charts for a family under the same number. Patient records can be found by searching on this record number. Note that Clinical generates its own internal (hidden) unique identifier for each patient record and does not use the Record Number field to keep track of patient records.

Tick the Search on Chart Number check box, and then enter the patient's chart number instead of their name. As you type, patients with matching chart numbers are displayed. As with typing a patient's surname, the more information you provide, the more specific the displayed list of patients.