- Click on Patients tab This displays a directory listing all patients who have had consults with all agents
- You may search by patient name or filter by group
- Select desired patient
- Patient's profile and all consults with the patient will be displayed
- Clicking on a consult will redirect you to within the patient conversation
Alternatively, if you are currently in a conversation with a patient, you may also access the patient's profile by clicking on the patient from within the conversation details.
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