Find an existing account |
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Click the Find an existing account button and enter an account number or a patient's name. If there is only one matching patient in the data file, the Account details form will open at the selected account.
You may enter a first name or surname or any part of either or both. If more than one matching account is found, all will be shown in a dialog box and you can simply click the one you want.
If you have a multiple provider version, enter a slash (/) after the name or account number to search all the provider files at once.
More information on finding patients is given in the Finding accounts section.
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