Searching for clients by birthdate

There may be instances in which you'd like to search for a client by their Date of Birth, in addition to their First and Last Name. You can do this within Healthie using the "Search" bar. 

• If you want to find a client with a DOB of May 12, 1990, you'd search 1990-05-12 so YYYY-MM-DD 
• Another way to search would be to search name and year of birth so John Smith 1990

If you work in a multi-provider organization, this is available to each member of your organization by default. You can reach out to hello@gethealthie.com if you would like this turned on for your account. 

Notes:

• At this time, it is not possible to search by date of upcoming appointment. However, you can sort your client list to show clients that have upcoming appointments scheduled.