Creating a Patient List

Please Note: Patients Lists, formally known as Contact Lists is currently undergoing development. Although we strive to keep this article up to date, until the final change has been published there may be some inconsistencies in the version of Patient Lists you are using and the information contained in this article.

Patient Lists can be used for finding patients matching a certain criteria. These lists can be used for patient auditing or for sending patient communications.

To create a Patient List:

Access Patient Lists:
- Navigate to Administration -> Patient Lists -> Create New List.
Using a Suggested Search
- If the patient list you want to generate matches a suggested search provided by Software of Excellence, highlight the search and click Find Patients. Please skip to step 8.
- If none of the suggested searches match the patient list you need then you will need to build your own query.
Building a Patient Query
- To begin building your own query click Build New Search in the bottom left.
- Enter a Search Name for your query eg "Practice Plan patients with an appointment next month"
- Enter a description for your list in the "Description" box.
- Queries are made up of one or more conditions.
Adding Conditions
- To add a condition click Add in bottom right.
- Highlight a condition from the list and click OK.
- Enter the information onto that condition and click OK.
- You can toggle Patients With / Patients Without in the top left.
- Prompt for entries will present the user with this condition box every time they run this query.
- Add conditions until the query is complete.
Editing Conditions
- If you want to edit a condition you can highlight the condition and click Edit in the bottom right.
- Make changes to the condition and click OK.
Removing Conditions
- If you want to remove a condition you can highlight the condition and click Remove in the bottom right.
Previewing the List
- Click Preview Results to generate a preview list of patients.
- Previewing the results gives you the opportunity to check a small sample of patients and ensure you are finding the right patients.
- If required, you can update the query by Adding / Editing / Removing conditions.
- To finalise building the list, click Find Patients
Building the List
- Once you have clicked Find Patients you may be presented with a prompt to enter extra information.
- Enter the requested information and click Next / Finish. If the button is labelled Next you will be presented with further requests for information until you click Finish.
- Once generated enter a list name and click Create List