Finding patients with Patient Lists

Patient lists (previously Contact Lists) provides you with a list of patients using search parameters chosen by you from information saved on a patients file.

Access Patient Lists by navigating to Administration - Patient Lists (Contact Lists) or via the Patient Lists workspace icon.

Patient Lists gives provides you with the ability to identify a group of patients by certain criteria, for example: 18-30 year olds with private health care without an appointment in the coming six months. It also provides you with the ability to contact these patients via SMS, Email or Post as well as the option to export their details into an .csv file (this can be opened in most spreadsheet programs such as Excel).

These lists are used throughout EXACT when running selected reports, marketing campaigns with Campaign Plus and more.

• Running a Patient List
• Prompt at appointment booking

Running a Patient List

Before you run a Patient List search you will need to create or use an existing search, for more information on this, the following articles cover this in detail.

• Creating and editing Patient List searches
• Importing and exporting Patient List searches
• Contacting patients using a Patient List (mail merge)
• Viewing and refreshing Patient Lists

Once you have a Patient List search you wish to run.

1. Select the list then press Find Patients.
2. You will now be prompted to give the list a New Name to help identify it from any other lists.
3. An option to Prompt at appointment booking is available, this option allows you to keep track of patients on the list who have book an appointment.

Prompt at appointment booking

The option to prompt at appointment booking will allow your team to mark the patient as booked on the contact list. This will prompt for every patient across all lists with this option enabled.

Tick the box against each Patient List you wish to mark as complete.

The following is an example of this prompt.