1. To search for a patient click the menu button in the top left corner.

In the menu that opens click Search

2. The search screen has several search buttons as shown below. Enter the patients first or last name in the text box on the left. 

a. "Search Your Organisation" will only search patients associated to your organisation. This allows you to quickly find your patients. Clicking on the patients that result from your search will open that patient to the Documents and Notes page.

b. "Search Shared Patients" will search for all patients files for which you have a share. This allows you to quickly see who a patient is shared with. Clicking on your Patients or those share instances of your patient will open that Patient to the Documents and Notes page.

c. "Search All Patients" will search our server for all patients with matching identification details. This can return a large number of results but is useful when trying to see who else on Whiteboard is seeing a particular patient or when looking to request a new share. Clicking on your patients or those share instances of your patient will open that Patient to the Documents and Notes page. Clicking on an instance of a patient you don't currently have a share for will open a new page asking you how you wish to request to share that patient (See How to Share a Patient).
d. Search Whiteboard Address Book doesn't search for patients instead it searches for Whiteboard Users (See How to Search for other Whiteboard Users).