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A patient list is a focused set of patients, based on user-defined criteria, such as patients with certain types of visits, within certain time frames, or within certain locations. You, other providers, and administrators can all create/define patient lists on the Physician Portal web application. On both the web and handheld platforms, you can then search for a patient list and mark it as a favorite (see Finding a Patient List and Marking It as a Favorite). Once you have marked a list as a favorite, you can then easily switch from one patient list to another whenever you want. For example, if you switched to a patient list that consisted of inpatients at General Hospital, only the inpatients at General Hospital would be displayed on the patient list. You can manage your patient lists as follows:
TaskWhere Documented
Switch patient lists to download a different set of patients to your device.Switching Patient Lists
Find a patient list (created by yourself or a different user) and mark it as a Favorite, so that you can use it later. Or, unmark a patient list, if you no longer want to use it.Finding a Patient List and Marking It as a Favorite Unmarking a Patient List as a Favorite
View the details of a patient list, so that you can review the criteria it uses to add and remove patients.Viewing the Details of a Patient List
Change the sort order of the patients on a patient list.Sorting a Patient List

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Switching Patient Lists

To switch patient lists, follow these steps:
  1. From the Patient List module, tap on the current patient list’s name (displayed at the top of the patient list). The Patient List Actions screen is displayed. In the Switch Patient List section, all of your favorite patient lists are displayed, and the currently selected list is highlighted in blue.
  2. In the Switch Patient List section, select the patient list you want to view. The Patient List screen is redisplayed and a sync is started. The sync retrieves the patients in the institution database who match the list criteria. During the sync, the message “Synchronizing” is displayed. The screen refreshes to show the patients.

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Finding a Patient List and Marking It as a Favorite

Other users or administrators may have defined a patient list that would be helpful to you. You can search for a patient list that was created by another user and mark it as a favorite. This saves you the time of creating the patient list yourself. Or in another example, you might have created a patient list, but temporarily unmarked it as a favorite. If you decide you want to start using it again, you can mark it as a favorite once again. Once a list is marked as a favorite, it is available for selection in the Switch Patient List section of the Patient List Actions screen (see Switching Patient Lists). You can also mark patient lists as favorites on the Physician Portal web application; lists marked as favorites on either platform are then available to switch to on both platforms (mobile and web). A setting in your user profile determines which patient lists are available to you when searching for them, and each list’s definition determines who is allowed to view the list. In addition, if for security reasons your organization wants to track why providers are favoriting patient lists, your administrator may require you to specify the reason any time you mark a list as a favorite. This includes when you favorite your own lists (when you create/edit them, or if you favorite them after the fact), as well as when you favorite lists created by other users. To find a patient list and mark it as a favorite, follow these steps:
  1. From the Patient List module, tap on the current patient list’s name (displayed at the top of the patient list). The Patient List Actions screen is displayed. In the Switch Patient List section, all of your favorite patient lists are displayed, and the currently selected list is highlighted in blue.
  2. Select the Find a Patient List option. The Patient List Search screen is displayed.
  3. In the Search field, type any portion of the patient list’s name, your alias (alternate name) for the list, the list’s description, the list’s owner, or the names of any Views that might include this list. All patient lists matching your criteria are displayed. For each list, you can see the name of the list, your alias for the list, a description of the list, and the name of the person who owns it. Each list also has a gray or gold Favorites icon next to it. A gray star indicates that the list is not yet marked as a favorite. A gold star indicates that it is already marked as a favorite.
IP Native Favorites icons
  1. (Optional) Select the Expand icon to the right of a patient list name to view more information about the patient list before you mark it as a favorite. For example, you can see the full name and description of the list, the list’s owner, the type of list (List, View, or Assignment), the time-based and filter criteria that it uses to select patient visits, the fields that will display in the Patient List module when it is selected, the manner in which it is sorted, and the permissions for sharing the list. Select Back to return to the Search Patient Lists screen.
  2. Select the gray star next to any patient list to mark it as a favorite (the star changes to gold).
You an also unmark any list that you see in the search results by tapping the gold star next to it. The star changes to gray and the list is removed from your favorites. It will no longer be available in the Switch Patient List section of the Patient List Actions screen.
The Edit Favorite dialog is displayed, showing an Alias field, and possibly also a Reason field (if configured by your administrator).
  1. In the Edit Favorite dialog, complete the fields as follows:
    1. Alias: You can enter an alternate name for the list or leave the Alias field blank. If you assign an Alias, that Alias will be shown in the Switch Patient List section of the Patient List Actions screen, when you later go to switch lists. Otherwise, the list’s Name is shown instead.
    2. Reason: If the Reason field is present, you can accept the defaulted reason or select a different reason to indicate why you are marking this list as a favorite.
    3. Select OK.
  2. Tap the Back button to return to the Patient List Actions screen. Notice that the patient list you just marked as a favorite is now available in the Switch Patient List section of the screen.
    • If you selected a master assignment list to mark as a favorite, the master list, all of its named sublists, and its associated Unassigned list are all marked as favorites and added to the Switch Patient List section of the screen.
    • If you selected a named sublist or the Unassigned list for an assignment list, only that specific sublist or Unassigned list is marked as a favorite and added to the Switch Patient List section of the screen.
  3. Decide which patient list you want to use now:
    • If you want to switch to the patient list that you just marked as a favorite, or if you want to use a different favorite list, select it now.
    • If you want to continue using the patient list that you were using previously, tap the Back button to exit the Patient List Actions screen. The Patient List screen is displayed. If you switched patient lists, a sync starts immediately to download the patients from that list to your device.

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Unmarking a Patient List as a Favorite

You can easily unmark a patient list as a favorite so that it no longer appears in the Switch Patient List section of the Patient List Actions screen.
  1. From the Patient List screen, tap on the current patient list’s name (displayed at the top of the patient list). The Patient List Actions screen is displayed. In the Switch Patient List section, all of your favorite patient lists are displayed, and the currently selected list is highlighted in blue.
  2. Identify the patient list that you want to unmark as a favorite, and tap the gold star to unmark the patient list. The patient list is unmarked as a favorite and is removed from the Switch Patient List section of the Patient List Actions screen.
    • If you unmarked a master assignment list, all of its named sublists and its associated Unassigned list are also unmarked and removed from the Switch Patient List section of the Patient List Actions screen.
    • If you unmarked a named sublist or the Unassigned list for an assignment list, only that specific sublist or Unassigned list is unmarked and removed from the Switch Patient List section.
    • If you unmarked the current patient list (the one that was currently in use in the Patient List module), you should select a new list to use before exiting the Patient List Actions screen, else when you return to the Patient List screen, no patients will be displayed.
  3. Tap the Back button to exit the Patient List Actions screen. The Patient List is redisplayed. If you unmarked the current patient list in the previous step and did not select a new one, no patients are listed and the top banner displays “Select Patient List.” Tap the top banner to select a patient list.

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Viewing the Details of a Patient List

Either before or after marking a patient list as a favorite, you can view the details of the list, such as the name of the person who owns the list, a text description of the list, the list type (List, View, or Assignment), the time-based and filter criteria that the list uses to select patient visits, the fields that will display in the Patient List module when it is selected, the manner in which it is sorted, and permissions for sharing the list with other users. To view the details of a patient list, follow these steps:
  1. From the Patient List module, tap on the current patient list’s name (displayed at the top of the patient list). The Patient List Actions screen is displayed. In the Switch Patient List section, all of your favorite patient lists are displayed.
  • To view the details of a list that is already marked as a Favorite, tap the Information icon to the left of the favorite patient list that you want to view.
    • To view the details of a list that is not currently marked as a Favorite, you must first search for it:
    1. Select the Find a Patient List option. The Patient List Search screen is displayed.- b. In the Search field, type any portion of the patient list’s name, your alias (alternate name) for the list, the list’s description, the list’s owner, or the names of any Views that might include this list. All patient lists matching your criteria are displayed. For each list, you can see the name of the list, your alias for the list, a description of the list, and the name of the person who owns it.- c. Select the Expand icon to the right of the patient list that you want to view. The Patient List Detail screen is displayed, showing all of the details associated with the patient list.
  1. When you are finished reviewing the information, tap the Back button to close the Patient List Detail screen.

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Sorting a Patient List

Each patient list can have a default sort order defined, such as sorting by location, by patient age, by admit date, and so on. When you first select a patient list, the list’s default sort order is used. You can keep the default sort order, reverse it, or switch to a sort by Location or Patient Name.
  1. From the Patient List module, tap on the current patient list’s name (displayed at the top of the patient list). The Patient List Actions screen is displayed.
  2. Tap to expand the Sort Patient List section and then select the sort order you want. The patient list is updated based on your selection.
    • By Patient Name sorts the list alphabetically by last name (A-Z or Z-A).
    • By Location sorts the list alphanumerically by patient Location (Facility, Unit, Room, and then Bed). Patients with a blank location or blank portion of the location sort to the bottom of the list. For example, a sort By Location in an Ascending direction would sort as follows: East.1G.101.A, East 1G.101.B, East.2G.202.A, East.3G.304.B, East.ER.101.B, East.ICU.101.A, West.1G.101.A, West.2G.202.A, West.3G.301.B. A sort direction of Descending would sort the list in reverse alphanumeric order.
    • By List Defined Order sorts the list in the order that is defined for the patient list. This is the default sort order. The list owner defines this and can choose both a primary and secondary sort, using any of a variety of fields, such as Admit/Scheduled Date, Age, Location, and so on (if the list is sorted by Location, the list sorts alphabetically in the following order: Facility, Unit, Room, and then Bed). To see which fields are used as the default order, view the patient list’s criteria. See Viewing the Details of a Patient List. When a sort type is selected, the default sort direction is ascending. If the same sort type is selected a second time, the patient list is sorted in descending direction. This means that if the current patient list is sorted using the default list sort order, and then you sort by Patient Name, the list is sorted alphabetically from A-Z (ascending). If you choose to sort By Patient Name again, the list is sorted alphabetically from Z-A (descending). So you can switch the sort direction for the currently selected sort type by selecting the sort type again.