Patient Search
With hundreds or thousands of patient records, finding the right one quickly is essential. MyDentalPractice provides multiple ways to search and filter your patient database.
Global Search Bar
The search bar at the top of every page is the fastest way to find a patient:
Click the search bar or press Ctrl + K (Windows) or Cmd + K (Mac)Start typing the patient's name, phone number, or Patient IDResults appear instantly as you typeClick a result to open that patient's profileThe global search matches against:
First name and last namePhone number (primary and secondary)Email addressPatient ID (e.g., SMILE-LG-2026-00142)Patient List Filters
From Patients → All Patients, use the filter panel to narrow results:
Quick Filters
Recently Viewed — Patients you opened in the last 7 daysNew This Month — Patients registered in the current monthUpcoming Appointments — Patients with future bookingsOverdue for Visit — Patients who have not visited in over 6 monthsAdvanced Filters
Click Advanced Filters to combine multiple criteria:
Age Range — Filter by minimum and maximum ageGender — Male, Female, or AllInsurance Status — Insured, Uninsured, or AllLast Visit Date — Before or after a specific dateTreatment History — Patients who have received a specific treatmentBalance Due — Patients with outstanding balancesSorting Options
Click any column header in the patient list to sort by:
Name (A-Z or Z-A)Last Visit (newest or oldest first)Registration DateOutstanding BalanceSaved Searches
Save frequently used filter combinations:
Apply your desired filtersClick Save Search at the top of the filter panelGive it a name (e.g., "Overdue Patients with Balance")Access saved searches from the Saved dropdownTips for Efficient Searching
Partial matches work — Typing "Oka" will match "Okafor", "Okali", etc.Phone number search — You can search by the last 4 digits if you don't have the full numberPatient ID — The fastest search method if you have the ID on an invoice or referralKeyboard shortcut — Ctrl/Cmd + K opens search from anywhere in the appFor adding new patients, see Adding Patients. For bulk imports, see Importing Patient Data.