TherapyPM provides an easier way for providers to search their patients' names and information on the list, without having to scroll down!


To search or filter the Patients list, follow the instructions below:


  1. Click the Patients tab in the left navigation to access the All Patients list.
  2. In the Patients list, you can see the list of all patients in your facility. The first row in the table below the headings has search/filter options - Patient Name, Waitlist, Phone, DOB, Gender, Supervising Provider, Insurance, Region, Auth and Status. 


  3. Users can type in the above-mentioned options in the fields to search/ filter for the desired patients.