To search for a patient, first select an office location as indicated on the screen below.
This will bring you to your Dashboard. From the Dashboard, select Patient Orders as shown below.
In the Patient Search screen, you may search in any of the data fields shown on top.
- In the example below, we have used the patients’ last name as the search term.
- Click on Search to get a list with the search results.
- Then select the patient record for the patient who you wish to view by clicking on View .
Once you click View, it will bring you to the patient’s account as shown below.
You may update or make changes to the patient’s profile as needed
*KEY REMINDER: Ensure that the patient has both a phone number and an email address in CLX. Without these two key pieces of information, CLX cannot reach out to your patients on your behalf.