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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 from the Commure Pro web application. Apple® iPad™ users can also create/define patient lists directly on their devices. 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 or search within a patient list to find a specific patient. 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:

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Switching Patient Lists

To switch patient lists, follow these steps:
  1. From the Patient List screen, tap the current patient list’s name displayed at the top of the screen. The Manage Patient List screen is displayed. In the Patient List section, all of your favorite patient lists are displayed, and the currently selected list is indicated by a checkmark.
  2. In the Patient List section, select the patient list to which you want to switch. 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 this process, the Settings icon spins to indicate that the app is syncing. The screen then refreshes to show the patients on the selected patient list.
The patient list that you selected will now remain selected until you choose a different one. In fact, the last patient list that you viewed will be automatically selected the next time you log into the Commure Pro application. The only exception to this rule is if you log into Commure Pro using the Link and Launch feature.

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Finding and Selecting a Patient within a Patient List

You can quickly search and select a patient within your patient list from the Patient List screen by following these steps:
  1. From the Patient List screen, tap the Search field located under the name of the patient list to get the virtual keyboard.
  2. Enter the name of the patient. As you enter the name, the list of patients changes to display any matching patients.
  3. Select the patient from the search results.

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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 Patient List section of the Manage Patient List screen (see Switching Patient Lists). You can also mark patient lists as favorites on the Commure Pro 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 a 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 screen, tap the current patient list’s name displayed at the top of the screen. The Manage Patient List screen is displayed. In the Patient List section, all of your favorite patient lists are displayed, and the currently selected list is indicated by a checkmark.
  2. Select the Find Patient List option in the Actions section at the bottom of the screen. The Searching Patient Lists 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 (if any), a description of the list, and the name of the person who owns it. Each list also has a white or purple Favorites star next to it. A white star indicates that the list is not yet marked as a favorite. A purple star indicates that it is already marked as a favorite.
  1. (Optional) Tap the Expand arrow 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. Tap Done to return to the Search Patient Lists screen.
  2. Tap the white star next to any patient list to mark it as a favorite. The Edit Favorite screen displays, showing an Alias field, and possibly also a Reason field.
  3. In the Edit Favorite screen, 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 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. Tap Save at the top right corner of the screen. You are returned to the Searching Patient Lists screen. The list that you favorited displays a purple star indicating it is a favorite patient list.
    You an also unmark any list that you see in the search results by tapping the purple star next to it. The star changes to white and the list is removed from your favorites. It will no longer be available in the Patient List Actions screen.
  4. Tap Done at the top left corner of the screen to close the Searching Patient Lists screen, The Manage Patient List screen displays. Notice that the patient list you just marked as a favorite is now available in the 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 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 Patient List section of the screen.
  5. 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 Done at the top left corner of the screen to exit the Manage Patient List 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 Patient List section of the Manage Patient List screen.
  1. From the Patient List screen, tap the current patient list’s name displayed at the top of the screen. The Manage Patient List screen is displayed. In the Patient List section, all of your favorite patient lists are displayed, and the currently selected list is indicated by a checkmark.
  2. Identify the patient list that you want to unmark as a favorite, and swipe your finger from right to left across the list name. An Unfavorite button appears at the far right of the row and then the list is removed from the Patient List section. If you stop the swipe, the Unfavorite button will stay, and you will need to select the Unfavorite button to remove the patient list from the Patient List section of the Manage Patient List screen.
Unfavorite icon
  • If you unmarked a master assignment list, all of its named sublists and its associated Unassigned list are also unmarked and removed from the Patient List section of the Manage Patient List 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.
  1. Tap Done to exit the Manage Patient List 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 screen, tap the current patient list’s name displayed at the top of the patient list. The Manage Patient List screen is displayed. In the 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 to the right 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 Patient List option in the Actions section at the bottom of the screen. The Searching Patient Lists screen displays.- 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. Tap the Expand arrow 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. The display is slightly different on an iPad versus an iPhone.
  2. When you are finished reviewing the information, Tap Cancel (iPad) or Done (iPhone) 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 screen, tap the current patient list’s name displayed at the top of the patient list. The Manage Patient List screen displays. In the Sort Patient List section, the Sort Type field displays the sort order that is currently being used (either the list’s Default Order, by Location, or by Patient Name), while the Sort Direction field displays the direction in which it is sorted (Ascending or Descending).
  2. Select the Sort Type field and then select the type of sorting that you want to use:
    • Default Order sorts the list in the order that is defined for the patient list. The list owner defines the Default Order 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. To see which fields are used as the Default Order, view the patient list’s criteria. See Viewing the Details of a Patient List.
    • 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.
    • Patient Name sorts the list alphabetically by last name (A-Z or Z-A).
  3. Select the Sort Direction field and choose either Ascending or Descending.
  4. Select Done to close the Manage Patient List screen. The sort order for the current patient list is now changed.