Lesson Eight: Maintaining Existing Patient Lists

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

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 lists automatically. Lesson Eight

3. Maintaining Patient Lists: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. You can also add a patient by clicking on the add Patient icon in the toolbar. Lesson Eight

4. Maintaining Patient Lists:Adding Patients to Custom Patient Lists 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. Lesson Eight

5. Maintaining Patient Lists:Adding Patients to Custom Patient Lists 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. However, in some departments where a relationship will always be the same – Nursing, for example – the Assign a Relationship window will not automatically appear. Lesson Eight

6. Maintaining Patient Lists:Adding Patients to Custom Patient Lists The Patient is now added to the Patient List. Lesson Eight

7. Maintaining Patient Lists:Deleting 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. Lesson Eight

8. Maintaining Patient Lists:Deleting Patients from Custom Patient Lists Select Remove Patient from List from the Patient List menu or select the Remove Patient iconfrom the Patient List toolbar . The patient who you specified will be removed from the Patient List. Lesson Eight

9. Maintaining Patient Lists:Copying Patients from Existing 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 that you want to add the patients to. 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. Lesson Eight

10. Maintaining Patient Lists:Deleting Patient Lists 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 the eKiDs system. Lesson Eight

11. When you are ready to proceed to Lesson 9: Granting Patient List (Proxy) Access,please click on the eKids logo below: Lesson Eight