There are a number of ways to search for a client's medical.
From the schedule view
If the medical has an associated appointment, it can be accessed from the schedule view.
- From the top bar click on Schedule > select Schedule from the drop-down menu.
- Select the appointment date from the calendar.
- Click on the three dot menu in the Actions column > select Open medical.
- In the schedule view, a medical can also be opened by clicking on the Status.
From the manage medicals page
- From the top bar click on Medicals > select Medicals from the drop-down menu.
- Enter client details > click Filter.
- Click View to open a medical.
From the manage clients page
- From the top bar click on Clients / Participants > select Clients from the drop-down menu.
- Enter client details > click Filter.
- Click on the client's name to open their profile.
- Select Medicals & appointments from the left side bar.
- Click on the three dot menu beside the client medical > select View.
- A medical can also be opened by clicking on the Status.