1. Running a New Search

• Step 1: In the top-right corner of the Discovery Dashboard, click the New Search button.

• Step 2: This will redirect you to the search form.

• Step 3: Fill in the required fields in the search form and submit it to run the discovery
  

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• Step 4: After click on the Search button, you can view further details related to the discovery results. By clicking on View details button, you can run Discovery for that specific patient
  

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• Step 1: Inside the Discovery tab, there is a sub-tab called Discovery, where you will find a listing of multiple patients.

• Step 2: The listing includes columns for:

• Transaction Date

• Patient Name

• Phone Number

• Insurance

• Status

• Details (with a View Details button)
  

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• Step 3: To view a specific patient’s discovery details, click the View Details button in the corresponding row.
  

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  This will run the discovery for that patient and display their details.

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• Step 1: After the first two tabs, there is a third sub-tab labeled Search.

• Step 2: Click on the Search tab to open the search form screen.

• Step 3: The form contains 4 mandatory fields:
  - First Name
  - Last Name
  - Date of Birth (DOB)
  - Patient State (selected by default, can be changed if needed)

• Step 4: Additionally, there are 3 optional fields:
  - Social Security Number
  - Schedule Date
  - Date of Service

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• Step 5: Once all the relevant fields are filled, click the Search button located in the middle of the form.

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•  Step 6: After click on the Search button, you can view further details related to the discovery results. By clicking on View details button, you can run Discovery for that specific patient
  

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