1. Lesson Seven: Maintaining Patient Lists
In this lesson you will learn:
Add patients to an existing list
Delete patients from an existing list
Copy patients from other lists
Delete Patient Lists that you have created

2. Maintaining Patient Lists
Once you have created and filtered your Patient List, you may find it necessary to add single patients, copy patients from other lists, remove single patients, and delete lists.
At this point, you can only add / remove patients to Custom Patient Lists. Since all other lists are system-maintained, patients will be added to and removed from these list types automatically.

3. Adding Patients to Custom Patient Lists
To add a single patient to an existing Custom Patient List, select the appropriate Patient List tab on the Organizer.
Choose Add Patient from the Patient Lists menu.

4. Patient Search Dialog Box
The Patient Search Dialog Box will open. Enter the appropriate search criteria to find the patient that you want to add.
After clicking Search, select the Patient’s name and correct encounter and click OK.

5. Establishing a Relationship
If you have not previously established a relationship with the patient (and it is possible that you can have more than one relationship such as Attending Physician and Admitting Physician), you will be prompted to do so.

6. Removing Patients from Custom Patient Lists
To delete patients from an existing Patient list, first select the Patient List that includes the Patient that you want to delete by clicking on it. Then select the patient’s name by clicking on it. Click the icon on the toolbar or right-click and select the option to Remove Patient from List.
The patient who you specified will be removed from the Patient List.

7. Copying Patients to Lists
Select the Patient’s name that you want displayed on the new list. (Several patients can be selected at once by holding the CTRL button while selecting.)
Right-click and select Add to a Patient List. The available Custom Patient Lists will display. Select the list for which you want to add patients.
When you access the specified patient list, that patient will display.
You can also add patients to a Custom Patient List by copying them from an existing list. This is only applicable when you are copying to a custom list.

8. Deleting a Patient List
You can delete Patient Lists that are no longer needed. A deleted Patient List is destroyed and must be re-created to be used again.
To delete a Patient List, open the Modify Patient Lists window by selecting List Maintenance from the Patient Lists menu.
The Patient List you want to delete must be in the Available Lists column. If it is not, select it from the Active List column and click the left arrow to send it Available Lists.
Right-click on the Patient List that you want to delete under Available Lists and choose Delete Patient List.
A warning will appear, prompting you to confirm that you want to delete the list. Once you click Yes, the list will be permanently deleted from your Available lists.

9. When you are ready to continue your training, Go To Lesson 8.
End of Lesson Seven
When you are ready to continue your training, Go To Lesson 8.