> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Patients

> Add patients, search the patient list, update records, and manage Medical Record Numbers in OdontoX.

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

## 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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/patients-typeahead.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=42afdf8b303f155ea9d354f07401060b" alt="Patient typeahead picker showing search results" data-path="images/patients-typeahead.png" />
</Frame>

## The patient list

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

### 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.

### Pagination

Choose how many rows to show: 25, 50, or 100. The total patient count appears next to the pagination controls.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/patients-list.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=5a643b50fa82c3f8015a80d6e31b10dd" alt="Patient list with sort, filter, and pagination controls" data-path="images/patients-list.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/patients-add-form.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=8afe4828957e8a5aaed7e3c5f968f3ea" alt="Add patient form with Patient Info and Medical History tabs" data-path="images/patients-add-form.png" />
</Frame>

### 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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/patients-save-and-book.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=158af52ea620f37891994c5422668af4" alt="Save & Book Appointment button on patient form" data-path="images/patients-save-and-book.png" />
</Frame>

### Portal access

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

## 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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/patients-edit-record.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=5a47e34756076225dd8b222709a77851" alt="Patient record edit view" data-path="images/patients-edit-record.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/patients-mrn-suggestion.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=3655c511a78e0ce7805c89cf8bfb4ae3" alt="MRN field showing next suggested number" data-path="images/patients-mrn-suggestion.png" />
</Frame>

## 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.

## Related articles

* [Appointment Detail Page](/clinical/appointment-detail) — Where patient alerts appear during visits
* [Medical & Dental History](/clinical/medical-history) — How to capture and update history
* [Inviting Staff](/getting-started/inviting-staff) — Adding team members (not patients)
* [Patient Portal Access](/admin/patient-portal-access) — How portal seats work
