Searching for a Patient
Use the patient search in Attend and enter any combination of:
- First name
- Last name
- Date of birth
You need at least a first name or last name to search. Adding more fields helps narrow the results.
What You'll See
Each result shows:
Full name
Date of birth and age
Gender
Email and phone (if available)
Patient status (e.g., Active)
Up to 20 results are shown at a time. The search pulls from your Cerbo directory in real time, so it always reflects the latest patient information.
Selecting a Patient
Click a patient from the results to link them to your current encounter. Once selected:
Their name and demographics appear in the encounter view
You can pull context from their Cerbo chart (health profile, visit notes, documents)
When you send the note, it goes to this patient's chart in Cerbo
Selecting from Your Schedule
You can also select a patient by clicking on an appointment from your daily schedule in Attend. This pre-selects the patient so you can jump straight into documenting.