Configuring Patient List for Your System

Once you understand how your existing Commure Pro system is set up and how you wish to set up Patient Lists, you can use this information to configure your system. You must be a Level 1 administrator to configure the system Patient List.

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Configuring Patient List Procedure

1. Enable all administrators as Patient List administrators. See Configuring Users for Patient List.
2. Stop the Dispatcher in preparation to edit or add Commure Pro visit types.
3. Review and edit your Commure Pro Visit Types for InFacility usage. See Understanding Patient List InFacility Visit Logic for information on how the new InFacility logic works and see Adding a New InFacility Commure Pro visit type for Patient List to edit your Commure Pro visit types.
4. If needed, create any new Commure Pro Visit Types that you may need for InFacility usage. See Adding a New InFacility Commure Pro visit type for Patient List.
5. Run the InFacility calculation once all Commure Pro Visit Types are set up and then restart the dispatcher.
6. Select the System Relationships that you wish users to have available to them for their patient lists. See Selecting System Relationships.
7. Select the Fields that you wish users to have available to them for their patient lists. See Selecting Field Settings.
8. Set up your System Default Patient List. See Setting up the Default System List.
9. Configure Patient List for users. See Configuring Users for Patient List.
10. To configure optional settings, see Additional Configurations and Procedures for Patient List. Once the system and users are configured to use Patient List, you or your users can begin creating patient lists, views, and assignment lists.

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Enabling Patient List Version 2

Patient List Version 2 will always be enabled by default.

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Understanding How Patient Lists are Created

Patient lists supports the ability for a user to see all the patients they need to care for. A list is “built” from a combination of rules to automatically select patients, and also supports a user manually adding and removing patients from this list. Commure Pro supports three types of patient lists, and these types will define the functionality associated with those Lists.

• List: This is the standard type of patient list. It selects patient visits based on user-defined criteria. For example, you might have a List called “My City Inpatients” which shows patients with an Inpatient visit type, with a location of City Hospital, where you are the Attending provider. You can add or remove patients to/from a standard List, as long as the list’s definition allows it.
• View: This type of list is a view onto other List(s), with or without additional filters. A view can be a subset of a single List, a combination of two or more Lists, or a subset of a combination of Lists. You cannot add or remove patients to/from this type of list, but would instead add or remove them from the source lists. Here are some examples of common usage:
  • You have a list of all your patients called “My Patients.” However, when you are rounding in the hospital County General, you only want to see the Inpatients, Observation Patients, and ER visits that are still active (not discharged) in that particular facility. So you create a View called “County General – Rounding”, which only includes those visit types, and drops off the patients after they are discharged.
  • You are a member of the Cardiology department, and once a month you are responsible for the on-call coverage for three of the ten members of your department, so you create a View called “Cardiology On Call.” This View combines your “My City Inpatients” list with the “My City Inpatient” lists for the other three providers. So for example, the View would include these lists: the “My City Inpatients” list for yourself, the “My City Inpatients (Jones, Charles)” list, the “My Inpatients (Smith, Mary)” list, and the “My City Inpatients (Clark, Joe)” list. Now you can see your own inpatients, as well as those of the other three providers, all in one View.
• Assignment: This type of list is typically used in situations where responsibility for a pool of patients is shared among different individual providers, or teams of providers. You can add or remove patients to/from an Assignment list, as long as the list’s definition allows it. Assignment lists have three components:
  • The master assignment list consists of the entire pool of patients who meet certain criteria. For example the “ER Assignment List” might consist of all patients with a visit type of ER.
  • A sublist is created for each provider or team that will be treating patients from the pool. For the master “ER Assignment List,” you might have the “ER Jones” and “ER Smith” sublists, or the “ER Gold Team” and “ER Silver Team” sublists. Patients from the pool are assigned to each sublist.
  • The Unassigned sublist is the list of patients from the master assignment list who have not yet been assigned to a sublist for an individual provider or team. All master assignment lists will have an Unassigned sublist. A patient list is created using the following criteria/properties using a create/edit new patient list wizard:
• Time-based criteria (TBC) per visit type which specifies when a visit should start and stop being on a list based on the visit date.
• Filter-based criteria (FBC) which defines rules for when to auto-add patients to the list based on criteria other than time.
• Sharing properties that determine the user permissions for viewing, managing, adding, and removing patients on a list.
• Display properties that determine what fields will appear and how they will appear on a patient list. Examples of patient lists include “My Patients” specific to a provider, all the patients in a specific clinic, or all the patients in a specific location. The Create a New Patient List wizard also allows users and administrators to create lists for other users or set a list as a favorite for other users if they have this capability enabled.

After users create a patient list, they can edit any of the criteria plus manually add patients to their patient list and manually remove patients from their patient list if they configured their list to allow them to do this. Users can access all patient list creation and editing functionality from within their Patient List tab. Creation and editing of the System Default Patient list (requires Level 1 or higher access) or a Department Patient List Template (requires Level 2 or higher access) are done through the Admin tab.

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Understanding Patient List InFacility Visit Logic

There are two types of patient list InFacility logic: the default “account-based InFacility” logic and the “most recent InFacility visit” logic. The default “account-based InFacility” logic uses patient list criteria and account numbers to determine which visit to display on a patient list. When this logic is active, only one patient visit per account number (the most recent visit) appears on the patient list. The “most recent InFacility visit” logic, which is disabled by default, uses patient list criteria and identifies the most recent InFacility visit (patient is currently in the facility) to determine which visit to display on a patient list. When this logic is active, only the most recent InFacility patient visit appears on the patient list. To determine which InFacility logic is best for your organization, consider if your ADT system uses the same account number across visit types, for example a patient moving from the Emergency Department (ED) to Inpatient (IP) has the same account number for both visits or if your ADT system uses different account numbers for these visits. If your ADT system uses the same account number across visit types, the account-based InFacility logic should give you the correct visit on your patient list. If your ADT system uses different account numbers across visit types, the account-based logic might cause both visits to appear on your patient list — in this case, the most recent InFacility visit logic might be a better option. Your organization can determine what you want providers to see on their patient lists and use the appropriate logic. Work with your Commure Pro representative to make this determination and set up Commure Pro to use that logic. Then configure your System and Department default lists accordingly. On those lists, set the Enable Account Based Infacility Calculation Type to Yes to use the account-based InFacility logic or to No to use the most recent InFacility visit logic. As a result, when users create a new patient list, the Enable Account Based Infacility Calculation Type setting on those lists defaults to the correct value. For more information, see Setting up the Default System List and Setting up a Department Patient List Template.

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”Account-Based InFacility” Logic

The account-based InFacility logic is the default logic for 9.2.0.2.31 and later releases. Earlier releases used the most recent InFacility visit logic. A patient visit can be associated with a patient list (also referred to as “qualifying” for display on the patient list) either through meeting a set of criteria that is part of a list definition, or because the patient was manually associated with the list. Its account number will also be taken into consideration, as described later. The concept of a “current visit” indicates to the provider that the patient is currently in the facility (InFacility) for Inpatient visits (patient physically resides in hospital/health center). These InFacility Inpatient visits can additionally include Emergency Room, Observation, and Labor and Delivery visits; a visit where the patient is physically residing in the hospital/health center. Scheduled appointments or discharged visits are categorized as non-InFacility. However, while a discharged visit is no longer in the facility, it was considered InFacility in the past and might still meet patient list criteria, making it a qualifying visit. Any visit designated as InFacility, including discharged visits, uses an InFacility calculation that defines the start and end dates for the visit as admit date and discharge date, respectively. These dates cannot be changed. In addition, the time portion of the admit and discharge dates are considered as well. It is also possible to set a timeframe to automatically discharge an InFacility visit type. An “InFacility” visit type is considered “Active” when the current date falls within the start and end date/time parameters for that visit type – these parameters collectively are considered the active range. Additionally, you can choose how the discharge date is set using the auto-discharge functionality for each InFacility visit. If you expect the visit type to always get a discharge date from the source ADT/Registration system, you can set auto-discharge to Never and the Commure Pro system will not discharge the visit until it has received a discharge date from the source ADT/Registration system. If you wish the Commure Pro system to set the discharge date, you can set a specific timeframe to auto-discharge the visit. However, if Commure Pro receives a new InFacility visit before the existing active InFacility visit is discharged (based on the auto-discharge timeframe), the system will automatically set the discharge date of the (older) active InFacility visit to be the start date/time of this new visit. The newer visit could be created based on an ADT message or through manual registration. Once the discharge date is set, it will not be auto-updated again. The InFacility logic uses list criteria and account numbers to determine which visit to display in the patient list. Sometimes there can be more than one visit with the same account number. For example, during an inpatient visit, a patient might visit the ER for a test, resulting in two visits: one for the inpatient visit and one for the ER visit. Both visits have the same account number. If multiple visits with the same account number meet the patient list criteria, the InFacility logic will select only one visit (the most recent visit) for display in the list. This visit might not be the current InFacility visit. Multiple patient visits, with different account numbers, can qualify for the patient list. You may see more than one visit for the same patient on the list. You must have access rights to a facility for patient visits at that facility to appear in the patient list. Based on the InFacility logic, visits display on the patient list as follows:

• If there are multiple visits with the same account number that qualify for display on the patient list, the most recent visit will be displayed on the list. For example, a patient goes from the ER to Observation to Inpatient. All three InFacility visits have the same account number and meet the patient list criteria. The ER visit originally appears on the patient list, but it is replaced with the Inpatient visit, because the Inpatient visit is the most recent visit (and in this case, the current InFacility visit). The other visits are not displayed on the patient list, because they have the same account number.
• When a non-qualifying InFacility patient visit is manually added to the patient list and there is more than one visit with the same account number, the most recent visit is added to the patient list (even if it doesn’t qualify for the list). For example, a patient is manually added to the patient list while in Observation. The patient transitions to Inpatient. The visits have the same account number. Neither visit qualifies for the patient list based on patient list criteria. The Inpatient visit replaces the Observation visit on the patient list, because it is the most recent visit and has the same account number as the visit that was manually added.
• If a patient has a discharged Inpatient visit that still qualifies for the patient list and then has a new InFacility visit, such as a new ER visit, that does not qualify (with a different account number), the qualifying discharged Inpatient visit remains on the patient list. The new InFacility visit is not displayed on the list.
• If a patient has a discharged Inpatient visit that still qualifies for the patient list and the patient is transferred to another facility with a new Inpatient visit that does not qualify for the list, the discharged Inpatient visit continues to display on the patient list. The new Inpatient visit is not displayed on the list.
• When a patient has an active InFacility visit that qualifies for display on the list and a new InFacility visit is created (with a different account number) that does not qualify for display, the qualifying InFacility visit continues to display on the list. The new InFacility visit is not displayed on the patient list. For example, a patient is currently admitted and has an active Inpatient visit, which appears on the patient list. A separate visit is created for the patient to have a procedure while in the hospital. The procedure visit has a different account number and does not meet list criteria. When the procedure is complete, the procedure visit is discharged. Only the qualifying InFacility visit is displayed on the list.
• Given that a patient has multiple InFacility visits to two facilities, the provider has access rights to one facility (Facility A, for example) and not the other (Facility B, for example), if the provider searches for the patient, sees the visit for Facility A and adds that visit to the patient list, it is displayed on the patient list (even if it is not the current InFacility visit), because it has a unique account number and qualifies to be on the list. Visits to Facility B will not be on the patient list, because the provider does not have permission to see the visits.

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”Most Recent InFacility Visit” Logic

Releases prior to 9.2.0.2.31 used the “most recent InFacility visit” logic. This logic is disabled by default in the 9.2.0.2.31 release and later releases. A patient visit can be associated with a patient list either through meeting a set of criteria that is part of a list definition, or because the patient was manually associated with the list. The concept of a “current visit” indicates to the provider that the patient is currently in the facility (InFacility) for Inpatient visits. These InFacility Inpatient visits can additionally include Emergency Room, Observation, and Labor and Delivery visits; any type of visit where the patient is physically residing in the hospital/health center. A scheduled appointment or a discharged visit does not indicate that the patient is in the facility. Any visit designated as InFacility (patient physically resides in hospital/health center) uses an InFacility calculation that defines the start and end dates for the visit as admit date and discharge date, respectively. These dates cannot be changed. In addition, the time portion of the admit and discharge dates are considered as well. It is also possible to set a timeframe to automatically discharge an InFacility visit type. An “InFacility” visit type is considered “Active” when the current date falls within the start and end date/time parameters for that visit type – these parameters collectively are considered the active range. Additionally, you can choose how the discharge date is set using the auto-discharge functionality for each InFacility visit. If you expect the visit type to always get a discharge date from the source ADT/Registration system, you can set auto-discharge to Never and the Commure Pro system will not discharge the visit until it has received a discharge date from the source ADT/Registration system. If you wish the Commure Pro system to set the discharge date, you can set a specific timeframe to auto-discharge the visit. However, if Commure Pro receives a new InFacility visit before the existing active InFacility visit is discharged (based on the auto-discharge timeframe), the system will automatically set the discharge date of the (older) active InFacility visit to be the start date/time of this new visit. The newer visit could be created based on an ADT message or through manual registration. Once the discharge date is set, it will not be auto-updated again. Based on the InFacility visit logic, Commure Pro can display multiple visits per patient in a patient list. What is or isn’t displayed is based on the following:

• Each non-InFacility visit (scheduled visit such as an Outpatient visit or pre-registration visit) that meets the patient list criteria will be displayed.
• Only one InFacility visit will ever be displayed in the patient list. If there are multiple InFacility visits that meet the patient list criteria, only the most recent InFacility visit based on the admit date will be displayed, regardless of which InFacility visit meets the patient list criteria.

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Adding a New InFacility Commure Pro visit type for Patient List

If you need to create new InFacility Commure Pro visit types (excludes scheduled visit types such as outpatient or pre-registration), follow these steps:

1. Click the Admin tab, followed by the System Management tab.
2. Select the Commure Pro Visit Types option.
   Before creating a new Commure Pro Visit Type, you must stop the Dispatcher service.
3. Click the Add Commure Pro Visit Type button.
4. Enter the appropriate information for the new visit type in each of the attribute fields as needed for the Patient List. Each field is described in Defining the Attributes of Commure Pro Visit Types.
5. Select the InFacility Visit Type checkbox to enable the InFacility visit calculation.

The Auto Discharge Visits setting displays and defaults to Never (the Commure Pro system will never set the discharge date unless the source ADT/Registration systems send a discharge date). The Current Visit: Start Date and Current Visit: End Date settings are automatically set to Admit and Discharge respectively and cannot be changed (grayed out).

6. (Optional) If you wish to force an automatic discharge for the visit type that does not send a discharge date to the Commure Pro system, you need to change the Auto Discharge Visits setting by selecting one of the following timeframes from the drop-down menu:
   • 24 hours after Admit
   • 36 hours after Admit
   • 48 hours after Admit
   • 60 hours after Admit
   • 72 hours after Admit
   • 11:59pm the day after the Admit date
   • N days after Admit
7. Check Display Discharged in Location to use “location strike through” to indicate if a visit is discharged.
8. Configure the following cache settings. See Configuring the Patient List Cache Settings for information on how the cache settings operate and the recommended settings for each patient visit type.
   • PLv1: Short List: Add Date & PLv2: Add to Cache
   • PLv1: Short List: Add Days & PLv2: Add to Cache
   • PLv1: Short List: Remove Date & PLv2: Remove from Cache
   • PLv1: Short List: Remove Days & PLv2: Remove from Cache
9. Click the Save button. Please be aware that the save process can take a few minutes, because the mobilizer cache is cleared behind the scenes as the new Commure Pro Visit Type is added.
10. After adding a new Commure Pro visit type, you must run Recalculate InFacility and restart the dispatcher (see Run InFacility Calculation).

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Configuring the Patient List Cache Settings

The Patient List cache is an in-memory subset of patient lists where the visits on each list fall within a specified timeframe. The purpose of this cache is to improve performance when loading patient lists and when performing other actions involving patient lists. Actions using patient lists within the cache settings will have better performance than actions with patient lists outside of the cache settings. The cache settings are configurable within the Commure Pro Visit Type settings (see Adding a New InFacility Commure Pro visit type for Patient List). They should be configured so that the majority of patient lists created for the system are within the cache - that is, so the Time-Based Criteria of the majority of patient lists matches the cache settings. The cache settings can be changed at any time to better work with updated patient list data. The specific settings that control the cache are the following (While PLv1 settings are no longer supported as of Commure Pro version 8.2.0, these particular settings have functionality for PLv2):

• PLv1: Short List: Add Date & PLv2: Add to Cache
• PLv1: Short List: Add Days & PLv2: Add to Cache
• PLv1: Short List: Remove Date & PLv2: Remove from Cache
• PLv1: Short List: Remove Days & PLv2: Remove from Cache These settings must be configured for each Commure Pro visit type. Below are the recommended cache settings for each standard visit types:

Below are the recommended cache settings for additional common visit types: ¹ Choosing the correct date for this visit type requires review of the data received through the ADT feed and, if applicable, whether this visit type will be auto-discharged.

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Run InFacility Calculation

Click the Recalculate InFacility button at the top of the Commure Pro Visit Type Maintenance screen once all the Commure Pro visit types are set up, including any new InFacility Commure Pro visit types, and then restart the Dispatcher service. The status of the InFacility Recalculation is displayed next to the Recalculate InFacility button, along with the date and time of the last completed InFacility Recalculation.

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Selecting System Relationships

You have the flexibility to select only the relevant system relationships that are supported in your source ADT/Registration system that you wish to make available to the relationship filters in the Filters tab for your users’ patient lists as follows: To select system relationships:

1. Click the Admin tab and then click the Institution tab.
2. Select Patient List from the Edit Settings drop-down menu.
3. Click the Edit link next to Available System Relationships for Patient Lists and Missing Charge Reports. The System Relationships for Patient Lists screen displays.

• ADMITTING
• ATTENDING
• REFERRING
• SCHEDULED

4. Select the checkboxes for all the system relationships you want to include. Select only the system relationships supported in your back-end data base.
5. Click the Save button and then the OK button in the confirming pop-up.

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Selecting Field Settings

You also have the flexibility to select only the relevant fields that are supported in your source ADT/Registration system that you wish to make available to all users when they set up the display of their patient list. To select field settings:

1. Click the Admin tab and then click the Institution tab.
2. Select Patient List from the Edit Settings drop-down menu.
3. Click the Edit link next to Available Fields for Patient List Display Settings.
4. Select the checkboxes for all the allowed fields (supported by your source ADT/Registration system) that will be available as display fields when creating or editing a patient list.
5. Click the Save button and then the OK button in the confirming pop-up.

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Setting up the Default System List

A System Default Patient List is available - you do not need to create this list but you may want to edit it. The System Default List is the patient list template that users will begin with when creating a patient list. You can choose to customize the system template if you know that certain default values will apply to most patient lists. It is important to keep the System Default List with the least amount of restrictions so users can create patient lists that fit their needs. If you need to make changes to the System Default List, perform the following steps:

1. Click the Admin tab and then click the Institution tab.
2. Select Patient List from the Edit Settings drop-down menu.
3. Click the Edit link next to Edit Default Patient List. The Default Patient List wizard opens to the Overview tab.
4. Review the contents of the Overview tab. The Name field displays as the System Default List, the Description field states PLv2 System Default List, Enable Account Based Infacility Calculation displays a default value of Yes, and the Type List is selected. Enable Account Based Infacility Calculation Type controls whether the patient list uses the “account-based InFacility” logic or the “most recent InFacility visit” logic when determining which patient visits to include in the list. Select Yes to use the “account-based InFacility” logic or No to use the “most recent InFacility visit” logic. Whatever you choose here will be the default value that end-users will see when creating new patient lists using this template. For more information about the InFacility logic, see Understanding Patient List InFacility Visit Logic.

5. Click the Next> button to proceed to the Time Criteria tab. Any visit types that are checked will be included as part of the visit type criteria for any patient list. Review the list of Commure Pro visit types and determine which you want to have included as part of the visit type criteria. If you wish to include or not include a Commure Pro visit type from the list, you can check (include) or uncheck (not include) the visit type.
6. Click Edit next to each Infacility visit type (for example, Inpatient or ER) to set the time criteria that the system will use to add a patient visit from a user’s patient list, and then click Save to retain the settings:

• Select one of the following for the Add Patients criteria for an InFacility visit type:
  • On Admit Date
  • On Discharge Date
  • Never (I will add/remove manually)
  • # days before Admit Date - need to enter the desired number of days
  • # days after Discharge Date - need to enter the desired number of days
• Select one of the following for the Remove Patients criteria for an InFacility visit type:

• On Admit Date
• On Discharge Date
• Immediately, upon discharge
• Never (I will add/remove manually)
• # days after Admit Date - need to enter the desired number of days
• # days after Discharge Date - need to enter the desired number of days This time criteria for InFacility visit types will be the default for all users, but users will still be able to change this for each list they create.

7. Click Edit next to any scheduled visit type such as Outpatient to set the time criteria that the system will use to add a patient visit from a user’s patient list, and then click Save to retain the settings:

• Select one of the following for the Add Patients criteria for a scheduled visit type:
  • On Scheduled Date
  • Never (I will add/remove manually)
  • # days before Scheduled Date - need to enter the desired number of days
• Select one of the following for the Remove Patients criteria for a scheduled visit type:
  • On Scheduled Date
  • Never (I will add/remove manually)
  • # days after Scheduled Date - need to enter the desired number of days This time criteria for scheduled visit types will be the default for all users, but users will still be able to change this for each list they create.

8. (Optional) Click the Next> button to proceed to the Filter tab if needed, but it is recommended that you do not set these as they are list specific to a user. If you wish to set a filter, select the Add A Filter button, and then select one of the following filters from the Filter on drop-down:

• Financial Class - pulled from the Financial Class reference list Admin - System Management - Reference Lists - – Insurance Company - pulled from data interfaced from a source system (not created in Commure Pro system)
• Location - pulled from data interfaced from a source system (not created in Commure Pro system)
• Medical Service - pulled from the Medical Service reference list Admin - System Management - Reference Lists - – Relationship to Department(s) - pulled from Institution setting Available System Relationships for Patient Lists and Missing Charge Reports Admin - Institution - Patient List - Available System Relationships for Patient Lists and Missing Charge Reports - – Relationship to Me (the list owner) - pulled from Institution setting Available System Relationships for Patient Lists and Missing Charge Reports Admin - Institution- Patient List - Available System Relationships for Patient Lists and Missing Charge Reports - – Relationship to Other Provider(s) - pulled from Institution setting Available System Relationships for Patient Lists and Missing Charge Reports Admin - Institution- Patient List - Available System Relationships for Patient Lists and Missing Charge Reports

• ADMITTING
• ATTENDING
• REFERRING
• SCHEDULED
• Sepsis Score - pulled from data interfaced from a source system, if that system calculates a sepsis score.
• Visit Status - pulled from the Account Status reference list Admin - System Management - Reference Lists - – Visit Type - pulled from Commure Pro Visit Types Admin - System Management - Commure Pro Visit Types For more information on adding filters, see the Setting up a Department Patient List Template procedure.

9. Click the Next> button to proceed to the Display tab, and then set up a template for the visual layout of the patient list. The template defines the specific demographic fields that are included in the patient list, and how those fields are organized (in rows and columns). You can preview your set up for the web or mobile platforms in the Preview tab in the right side of the screen by selecting either Web or iOS from the drop-down. You can use any of the following functionality to create the desired display of information in the patient list:

• (Optional) Click the Display Grid button in the upper-right corner of any cell to use any of the tools below to modify the field layout:
  • Delete Row: Removes the selected row and any cells that are contained within it. Note that cells in a row are removed whether or not they contain fields (they do not need to be empty).
  • Delete Col: Removes the selected column and any cells that are contained within it. Note that cells in a column are removed whether or not they contain fields.
  • Merge Right: Combines the selected cell with the cell to the right of it.
  • Unmerge Left: Divides a single cell into two distinct, horizontally-aligned cells.
  • To add or move a field in the layout of the patient list, you can drag and drop any field to the desired cell.
  • It is recommended that you do not use the bottom right display field if your users plan to use Mobile Charge Capture on an Apple device with the charge status indicators turned on. If the patient list being displayed has fields in the lower right cell of the list display AND the user has the charge status indicators turned on, the list text will be truncated with ellipses (Android devices will wrap the text appropriately).
• To remove a field from a cell, click Delete in the field you wish to remove. The removed field returns to the list of unused fields below the Patient List table layout.
  • To set sort criteria for the patient list, choose the field for sorting and then the sort order. You can also add a secondary sort. For example, primary sort is Patient Name with an A-Z sort and then on Admit/Scheduled date ordered by Most Recent First. For best results when viewing your patient list, put each field into a separate row for each column to prevent issues with text wrapping. For example, if you place three fields into one row such as Patient Name, LOS/Scheduled/Discharge Date, and MRN, the browser may display all three fields on one line which causes text wrapping issues.

If you insert rows for each field within a column, the fields display correctly on separate lines.

10. Click Next> to proceed to the Permissions tab when the desired layout of the patient list is completed. The Permissions tab contains the settings that allow users the following rights:
    • Who can see this patient list? - Grants users the rights to see content of Patient List and associated patient data. The default is No other users. You would add users to this permission if you do not want them to have rights to edit the Patient List properties or add or remove patients to/from the Patient List.
    • Who can manage this patient list? - Grants users full access to the Patient List which included the rights to see content of Patient List and associated patient data, edit the Patient List properties, and the ability to add or remove patients to/from the Patient List. You should add users only if you want them to have full access and control of your Patient List.
    • Who can add and remove patients from this patient list? - Grants users the rights to see content of Patient List and associated patient data and the ability to add or remove patients from the Patient List. You would add users to this permission if you do not want them to have rights to edit the Patient List properties but still want them to view the Patient List and add or remove patients to/from the Patient List.

Allow manual add/remove of patients is checked by default to allow users to add or remove patients from the list. By default, permissions are set to No other users which means only you can view, manage, and add/remove patients for your patient list. You cannot change these settings for the System Default even though there is a drop-down menu with the following choices:

• No other users (default) - restricts access to the list owner.
• All users - unrestricted access for all users of the system.
• Specific users/departments/facilities… - if selected, search field appears and you can search and select any user, department, or facility to have access.

11. Click Next> to proceed to the Summary tab.
12. Review all of the settings for the default system patient list, and then click Save to save your edits to the list. You are returned to the Patient List settings screen.
13. Click Save in the Patient List settings screen.

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Configuring Users for Patient List

There are several settings that need to be set to configure the patient list functionality for users. All other Patient List settings can remain the same for existing users.

1. Click the Admin and then click the User tab, select the user, and then click Edit.
2. Select Patient List from the Edit Settings drop-down menu.
3. For users with Level 0, 1, or 2 access, configure the following patient list settings:
   • Can Favorite for others if you wish to allow the user to make a patient list a favorite for other users.
   • Can Create for others if you wish to allow the user to create patient lists for other users.
   • Override Patient List View and Manage Permissions if you want to allow the user to find and edit a list based only on the Restrict Patient List and Relationship Lookup To preference or leave the setting defaulted to No to allow the user to find and edit a list based on the Restrict Patient List and Relationship Lookup To preference and the Manage and View permissions of the individual patient lists.
   • Can Revert Lists to System and Department default if you want to allow users to revert lists to the default settings of either the Default System List or a Department Patient List Template without having to edit each list individually
4. (Optional) To prevent a user from creating or editing patient lists, set Can Create/Edit/Delete Patient Lists to No.
5. Set the number of days for Remove Manually Added Patients After. The default setting is 1 day.
6. Set the Restrict Patient Access to Facilities for User’s departments setting to Yes if you wish the user to see only the visits that are in facilities associated with the user’s departments (where Exclude from department checks when sharing data between users = No). If the preference is set to No, all visits will be shown (that match any search/filter criteria, if applicable).
7. Set the Restrict Patient List and Relationship Lookup To drop-down menu to the appropriate permission level. This setting determines what patient lists are returned in a patient/visit search for a user’s patient list as part of the filter criteria as follows:
   • All Patient Lists and Relationships (default)
   • My Patient Lists and Relationships only
   • Patient Lists and Relationships to users in my department
   • Patient Lists and Relationships to users in my facility
8. (Optional) Enable the Clinical Rounding Report for the user. Select User Permissions from the Edit Settings drop-down menu, and then click the Yes radio button next to the Clinical Rounding Report View Access setting.
9. (Optional - New Users only) If a new user, review and set the rest of the settings as needed. You can also use Bulk User Edit to define these settings for users.
10. Click Save.