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You can pull up a patient that doesn't have an appointment scheduled by using the Patient Search Tab, which will bring up a search interface to pull a specific patient in the MacPractice database.

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You can also access recently used forms via the Recent Forms Tab. This tab can be set to display unlocked forms, locked forms, forms that were modified on a specific date, and you can control whether the forms displayed have been modified by the user or by everyone.

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If you tap the Question Mark button, this will bring up a few additional options, including one for Preferences. Preferences only contains one option to set, the Default History Start Date.

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Tapping a patient record will pull that patient's information up in the Patient View, which is detailed further in this article.

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Patient View and the Incident Tab

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When you tap a patient in the Schedule View, you'll be taken to the Patient View for the Patient you tapped/selected. You'll first land on the Incident Tab (represented on the left hand side with a + icon) , where you'll first be presented with a list of the patient's incidents and any forms associated with the patient. You can tap a completed form (marked with an !) to either view the narrative of a completed form or tie a form to an incident.

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The tabs on the left will allow you to navigate between sections in the Patient View. If you ever need to return to the Incident View, you'll tap the Plus  TabPlus Tab.

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    : Patient Patient Demographics Tab

  • : Clinical Chart Tab

  • : Incident Tab

  • Other Tabs: Template Tab

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Within a particular Tab, you can utilize the Navigation Menu button  to quickly jump to a specific place via the Jump to Section menu. This works in all Tabs in the Patient View.

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