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there are many ways to search for a client chart we will demonstrate the way that provides access to as much information as possible you can search for a client chart by entering the clients last name followed by a comma and the clients first name or by first name then last name or by partial first and last name to meet privacy standards we must confirm at least two approved client identifiers before accessing any client information when we add a client to a client list we can access the most information possible the clients chart remains on your list so you can return to it later to do this start by clicking the patient lists workspace tab in the green bar next right-click my patients and then click add patient type in the clients name then click the find patient button when the clients name appears check at least two approved client identifiers before clicking the clients name finally click select to add the client to your list