How to search for a medical

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.
•  Apply the required filters to display the required medical.
• Click on the Reference number to open a medical.

From the manage clients page

• From the top bar click on Clients > 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 the medical Status to open the medical. Alternatively, click the three-dot menu beside the required medical and select View.