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danelle_canales
CS Dental Employee
CS Dental Employee

Did you know: Patient Search Criteria Options

In Sensei Cloud, you can search for a patient using many different pieces of identifying information; just enter the information in the Search Patients bar at the top right hand corner of the screen and let Sensei work for you!  Hitting Enter on your keyboard, will open the record of the first patient matching your criteria, or you can arrow down to select other patients on the list.  If no matching patients are found, Enter on your keyboard starts the process to Create New Patient.

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Patient Search Criteria Options:  

  • Patient First Name

  • Patient Last Name

  • Patient Nickname

  • Address: Number or Street Name

  • Email Address

  • DOB (must be complete with slashes: 09/16/1980)

  • Phone Number (10 digits)

  • Patient ID

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1 Reply
danelle_canales
CS Dental Employee
CS Dental Employee

Re: Did you know: Patient Search Criteria Options

@kmccall - this information might make a nice addition to our help files.