# My Patients: Create and Search

## Overview

The My Patients view provides your personalized patient list and tools for finding and creating patient records in Welkin.

## Searching for Patients

### Quick Search

Use the search bar at the top of the Patients section to find patients by:

* **Name** (first or last)
* **Date of birth**
* **Phone number**
* **Email address**
* **Patient ID** (MRN or internal ID)

Results appear as you type. Click a result to open the patient profile.

### Advanced Filters

Use the **Filter** panel to narrow your patient list by:

* Program enrollment
* Current phase
* Assigned care team member
* Patient status (active, inactive, discharged)
* Custom patient attributes

## Creating a New Patient

1. Click the **+ New Patient** or **+ Add Patient** button
2. Fill in the required fields:
   * **First Name** and **Last Name**
   * **Date of Birth**
   * **Contact information** (phone and/or email)
3. Optionally add additional demographic information
4. Click **Save** to create the record

### Duplicate Detection

Welkin checks for potential duplicate patients when you create a new record. If a patient with matching name and date of birth already exists, you will be shown the potential duplicate and asked to confirm whether to create a new record or use the existing one.

## My Patients vs. All Patients

* **My Patients** shows only patients directly assigned to you or your care team
* **All Patients** shows the full patient population (subject to role permissions)

You can switch between these views using the tabs or dropdown at the top of the Patients section.

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.welkinhealth.com/care/patients/patient-creation-and-search.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
