V4/V5 - Find a Client

This article relates to version 4 of myPractice and version 5 of Bp Allied.

Finding a client in version 4 is now easier!

Use Ctrl + F anywhere in myPractice to display the Find Client search form.

Choose to search All fields or specifically for a Phone number, Name, Referral Number or Client ID. Select Referral Number to search for an ATAPS, EAP or Referral Number.

The matching results are highlighted in yellow.

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