Lesson Five: Building Custom Patient Lists

1. Lesson Five: Building Custom Patient Lists In this lesson you will learn: How to Build a Custom Patient List Lesson Five

2. Building Custom Patient Lists Understanding Custom Patient Lists When a Custom list is used, patient entries are not generated automatically. You must manually enter the patients they want on the list. A custom list will display only to the person that created it. In Custom Lists, you can add or remove patients as needed. Lesson Five

3. Building Custom Patient Lists To begin building a Patient List, open the Modify Patients Lists dialog box by selecting List Maintenance from the Patient List Menu OR by clicking the List Maintenance icon from the Patient List menu. Lesson Five

4. Once you have selected List Maintenance, the Modify Patient List Window will open. Choose New to create a New Patient List. Building Custom Patient Lists Lesson Five

5. Building Custom Patient Lists The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences. Lesson Five

6. Building Custom Patient Lists For our example, let’s choose Custom. Click Next to proceed to the next screen. Lesson Five

7. Building Custom Patient Lists Choose the applicable filtering options that you want included for your Patient List by choosing the Filtering Categories on the left and then marking the applicable Filtering Options on the right. It is important to remember that if you choose any filtering options, the patients that you add to your Custom List must meet the criteria or they will not be displayed on the Patient List(i.e. if you select a Location Filter of 7C and then add a patient who is not in unit 7C, the patient will not be displayed on your Patient List). Filtering Categories Filtering Options It is not a requirement to add filters to your Custom Patient List. Lesson Five

8. Building Custom Patient Lists The system will not automatically generate a name for your Custom Patient List. You must enter a name into the name field. Lesson Five

9. Building Custom Patient Lists Move the list to the Active Lists column by clicking the new Patient List in the Available Lists column and then clicking the right arrow. Lesson Five

10. Building Custom Patient Lists Click OK to save changes and return to the Patient List. **Remember: Custom Patient Lists do not automatically populate with patients. You must manually add or delete patients to the list for it to be populated. Lesson Five

11. When you are ready to proceed to Lesson 6: Applying Filters to Patient Lists, please click on the eKids logo below: Lesson Five