Existing Patient List Searches will appear on the main screen when you open Patient Lists. You can view any existing list or refresh a list to update the results.

Viewing an Existing Patient List

1. Go to Administration - Patient Lists - View Saved Lists.
2. Select the list you wish to view, then click Open List.
   • Or double-click the list to open it.

💡Tip: Lists marked as completed will not appear without the Show Completed option selected. Tick the box at the bottom left of Patient Lists to show all completed lists.

Refreshing a Patient List

💡 Tip: Refresh an existing list to update the patients on the list, ensuring the list is up to date.

1. Go to Administration - Patient Lists - View Saved Lists.
2. Select the list you wish to view, then select Refresh List at the top of the window.
   • Confirm that you wish to refresh the list, making any alterations, if required, then select Finish.
3. Enter a New List Name to differentiate the new list from the existing list, then select Create List.
4. The results will be displayed with the list available from the main window.

Information About a Patient List

When a Patient List search has been performed, the list is saved to the main Patient List window. You can view more information without performing the search again.

1. With Patient Lists open, locate the list you wish to examine further.
2. Right-click or highlight the row in question.
   • Select More Information from the drop-down menu or click the i in the lower right.
   • This will open the Information window, which will display the following information,
     • The Date and Time the list was run.
     • The list Name, you can also edit the name by typing in the name field.
     • The total number of Patients Found.
     • Appointment booking option, including the ability to alter this setting.
     • A list of all the conditions added to the search is shown next to Search Used.