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Creating and editing Patient List searches

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Jason Handcock
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Patient Lists is a feature that can help you find patients that meet certain criteria.

By creating a search, using conditions to establish who you want to appear in the results.

Tip: When searching for dates in Patient Lists, the query D/M/Y is useful to keep lists up to date.
D/M/Y will look at the current Day/Month/Year, therefore using D/M-6/Y will look back six months from the current date.

For example, today's date = 01/06/2023, the query D/M-6/Y would use the date 01/01/2023 as the D is the same = 01, the M is -6 = 01, the Y is the same = 2023.

A good use of this is when finding patients under 18 years old, this can be accomplished using D/M/Y-18, this will find patients under the age of 18 from the current date.

Creating a Patient List Search

  1. Open Patient List via the Administation - Patient Lists - Create New List or the via the Patient Lists workspace icon.
  2. Select Build New Search.
  3. Enter a Search Name to quickly identify the list, a Description and a Category, if required.
  4. The next step is to add conditions to the search, select Add to view a list of all available conditions.
  5. Select the required condition, setting any parameters as required then OK.
  6. Repeat step 5 until you have selected all required conditions.
  7. If you require all condition to be met, ensure a Match all conditions is marked
    or if you require only one condition out of all the conditions to be met mark Match any conditions.

Tip: If you have made a mistake, highlight the condition then select Edit to alter the condition or Remove to delete the condition from the search.

Tip: Show Advanced Tools gives you access to brackets, these allow you to add condition matching to some conditions and not others).

Once the search has been created 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.

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Editing a Patient List Search

  1. Open Patient List via the Administation - Patient Lists - Create New List or the via the Patient Lists workspace icon.
  2. Select the Search to edit by highlighting the search.
  3. Select Details to view the current conditions.
  4. Edit the Search Name, Description or Category as required.
  5. Edit any conditions as required, select any required conditions, setting parameters then OK.
  6. Repeat step 5 until you have selected all required conditions.
  7. 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.

Prompt for entries

If this box is checked, every time this query template is used a window will open to prompt the query template user to specify data such as a date or date range.

Tip: Check (tick) this whenever entering a date range as this will enable a user to change the dates each time the report is run.

Advanced Tools

Previously named And/or, this allows you to define a range of conditions that are required to be matched, for example, if you wish for all patients to be active and over 18 but they can have one of two dentists as their assigned provider, you would want to open the brackets at the first provider then close at the second.

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Exporting and Importing Patient List Searches

Please read the dedicated article on this topic: Importing and exporting Patient Lists searches.

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