Finding patients
Most of the time, you don't need to open the full Patients list. Use the search icon in the header (or press Ctrl + K) to look up a patient by name, phone or booking number from anywhere in the portal.
Opening the full patients page
The Patients page is not in the side menu. Here's how to get to it:
Profile Menu: Click your avatar (top right) and choose Patients. This item appears only if you have permission to view patient profiles.
Phone: Use Patients in the bottom bar or in the menu drawer.
Keyboard shortcut:
Ctrl + Shift + Popens the Patients page directly.
The page opens on the Preparation tab (vaccine stock preparation). Open the Patient List tab to see the list.
What you'll see on the Patient List tab
Statistics banner
At-a-glance counts:
Total Patients: Patients with appointments at this pharmacy (it reads Matching Patients while filters are on)
Today's Appointments: Appointments booked for today
This Week: Appointments from now until the end of Saturday
Upcoming Total: All upcoming appointments
The appointment counts leave out cancelled and no-show appointments.
Search and filters
Search box: Find patients by name, phone, email or patient ID. Press Enter or click the arrow to search.
Date Type and dates: By appointment date or date of birth
Service Type: Filter by service
Patient table
The table lists the appointment history at this pharmacy. Each row shows:
Patient (with initials)
Date of Birth
Age / Sex
Phone
Email
Services: The services booked, with a count
Next Appointment
Actions: View Profile (the eye icon)
Quick actions from the patients page
Search for specific patients
Filter by date or service type
Click a row or View Profile to open the patient's profile
The patient's profile has a New Appointment button, and View Full Kroll Profile when the patient is linked to Kroll. Edit the patient's details there (see Editing Patient Information).
Need help?
Open the Help Center from the ? icon in the header, or press Shift + ? for keyboard shortcuts.