- SOTA Cloud Help & Support
- Patient Records
- Practice Management Bridge
How to Select a Patient Without Bridging
There maybe times you need to access a patient record without bridging to your practice management software.
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Accessing the Patient List:
- First, navigate to the patient list in the interface.
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Searching for the Patient:
- Use the search function to find the desired patient.
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Selecting the Patient:
- Once you've located the patient, there are two ways to select them:
- Option 1: Double-click the patient row in the list.
- Option 2: Click the "Select" button associated with the patient.
- Once you've located the patient, there are two ways to select them:
Select A Patient Without Bridging - Watch Video