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The patient list holds every person your clinic treats. This article covers searching, adding, and editing patients, plus how Medical Record Numbers work.

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Searching for a patient

Every patient picker in OdontoX is a typeahead. Start typing a name, phone number, or Medical Record Number (MRN) and matching patients appear.
  • Recent picks show when the field is empty.
  • Up to 20 matches stream from the server as you type.
  • The search stays fast even on large patient lists.
Patient typeahead picker showing search results

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The patient list

Go to Patients in the sidebar to see the full list.

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Sort and filter

Use the menus above the list to:
  • Sort by Date added, Name, or MRN.
  • Filter by Status: Active, Inactive, or All.
Your choices persist across sessions.

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Pagination

Choose how many rows to show: 25, 50, or 100. The total patient count appears next to the pagination controls.
Patient list with sort, filter, and pagination controls

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Adding a patient

  1. Go to Patients → Add patient.
  2. Fill in the Patient Info tab:
    • Name (required)
    • Phone (fixed +92 prefix, 10 digits)
    • Date of birth (optional)
    • Gender
  3. Switch to the Medical History tab to capture history now, or leave it blank and update later.
  4. Set or accept the suggested MRN.
  5. Save.
Add patient form with Patient Info and Medical History tabs

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Save & Book

If you are adding a walk-in patient and want to book their first appointment immediately, click Save & Book Appointment instead of saving the patient first.
Save & Book Appointment button on patient form

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Portal access

Tick Provide portal access only if the patient needs to log into the patient portal. This consumes one portal seat.

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Editing a patient

  1. Open the patient from the list.
  2. Update the fields you need.
  3. Click Save.
The patient stays on the same page of the list after editing.
Patient record edit view

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Medical Record Numbers (MRN)

Every patient has a unique MRN within your clinic.
  • When creating a patient, the form suggests the next number (for example, MRN-0201). Click the suggestion to use it, or type your own.
  • If you type a number that is already in use, the form tells you which patient holds it.
  • MRNs are editable on existing patient records.
MRN field showing next suggested number

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Medical alerts

Patient allergies and current medications appear as colour-coded chips in:
  • the patient header on the appointment detail page
  • the Medical Issues panel on the appointment page
Always check these before beginning a procedure.