Editing a Patient List
Previously created or performed searches can be edited to ensure they return the correct results when performed again.
Editing a Patient List Search
- Open Patient List via the Administration - Patient Lists - Create New List or via the Patient Lists workspace icon.
- Select the search to be edited by highlighting the search.
- Select Details to view the current conditions.
- Edit the Search Name, Description or Category as required.
- Edit any conditions as required, select any required conditions, set parameters, then OK.
- Repeat step 5 until you have selected all required conditions.
- For more help on this, view Creating a Patient List Search.
Once the search has been edited, you have the option to Find Patients or Save & Close. These allow you to run the search straight away or save the search for use at a later time.
Previewing Searches
Patient Lists Preview functionality provides an insight into the results of a search.
After creating or editing a patient list search, select Preview Results to display a selection of patients matching the search conditions. This gives you the option to check your search is correct before searching your entire database of patients.
- Once you have opened Patient Lists and created your search, select Preview Results.
- A preview of your search will open.
- Select a patient to view more details and check that they match your desired search.
- The search creation window will be open with editing options accessible to change the search if your results are not as expected.
- If your results are as expected, click Find Patients to run the full search.
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