Adding And Removing Patients On A List

​

Adding Patients to Selected Patient Lists

New patients that meet the criteria of a patient list are automatically added to that patient list, and are visible on the Patient List tab. However, there may be occasions when you need to add patients to specific patient lists. For example, another physician might ask for your assistance in caring for one of their patients. In this case you would search the organization’s census list for the patient and then add them to one or more of your patient lists. You can only add a patient to a List, Assignment list, or View source list if you are the list owner or if you have manage or add/remove rights to a shared patient list. You can add patients to your patient list from the following tabs: Patient List, Sign-Out Summary, Patient Charge Status, and Patient Search. In another scenario, you might see a patient before the patient, or the patient’s visit, is registered in the organization’s source ADT/Registration system. This means that the patient and/or their visit would not be on the census list. In this case, you could manually register a new patient and their first visit. Or, if just the visit is missing, you could manually add a visit to an existing patient record. The Commure Pro system can accommodate this type of workflow, but it is usually enabled only if authorized by your organization. The Can Add/Edit Commure Pro Patients and Can Add/Edit Commure Pro Visits settings in your user profile control whether you are able to manually register patients and visits. The Actions drop-down on the Patient List tab allows you to add patient visits to any of your patient lists using the Add Patient(s) selection. This functionality is also available using the Manage drop-down on the Sign-Out Summary and Patient Charge Status tabs. Based on whether the patient and/or the visit is already registered in the system, you can do the following:

• Adding Existing Patient Visits to Selected Patient Lists: The provider searches either the census list or a specific patient list to find the patient visit(s), and then adds them to the selected destination patient list(s).
• Manually Registering a Patient and/or Visit to Add to Selected Patient Lists: The provider first searches the census list or specific patient list to confirm that the patient visit is not already registered. If the patient visit is not in the system, the provider manually registers a new patient and visit, or manually adds a visit to an existing patient. Upon saving, the new patient visit is added to the provider’s selected patient lists.

Settings that control this feature:

• Admin - User - Patient List - Can Add/Edit Commure Pro Patients
• Admin - User - Patient List - Can Add/Edit Commure Pro Visits

​

Adding Existing Patient Visits to Selected Patient Lists

You can search for existing patient visits from either a specific patient list or from the census list and then add them to patient lists that you select as follows:

1. Select Patient List tab and then select Actions menu, located at the top of the Patient List area, to display the drop-down list of available functions.
2. Select Add Patient(s) from the Actions drop-down list.

The Add patient(s) to your patient list screen displays.

3. Enter some data in the Patient Search and/or Visit Search Criteria fields and then click the Search for Visits button (see Common Search Criteria Fields for instructions on using the search criteria fields).

The bottom portion of the screen displays the patients that match your search criteria. If a patient has more than one visit that matches your criteria, each of those visits is listed.

4. Examine the search results and then:
   • If the patient visit you want is not listed, see Manually Registering a Patient and/or Visit to Add to Selected Patient Lists
   • If the patient visit(s) you want are listed, proceed to next step.
5. Select all of the patient visits that you want to add to your patient list by clicking on the rows containing their names. Or, click on the Select All button at the top of the patient list to select all of the patient visits in the results window.
6. Select the destination patient list(s) where you want to add the patient visit(s) from the Add Patient to List(s) drop-down located in the top left corner of the screen. The patient list that you had selected in the Patient List tab is selected by default. If you click the drop-down list, all your favorite patient lists display for selection. If you cannot find the patient list(s) you want, click the search… link and enter any of the following search criteria in the Search for patient list(s) window:
   • Select a department label from the Department drop-down to display patient lists where the “owner” is in the selected department. Click Search .
   • Enter either the name of the patient list, current user’s alias name, owner name, or information in either the Description or Included in Views field.

The search results are displayed below the search criteria. You will see the Name, Owner, Description, and Actions columns available for each patient list. Optionally, you can change the display of columns as needed. See Changing the Display of the Patient List Search Results for more information. Select the patient list(s) and then click Select Patient List(s) to add the patient lists.

7. Select the reason for adding the patient from the Reason drop-down if displayed. If Reason is displayed, you must specify why you are adding this patient visit to your patient list by selecting a reason from the drop-down. This field only displays if you have the user Patient List preference Require Reason for Adding Patients Manually enabled.
8. Check the Close window after adding patient checkbox at the bottom left corner of the screen if you wish to return to the patient list after adding any of the selected patient.
9. Click the Add button and one of the following actions happens:
   • If the destination patient list(s) are either a List, View with only one source list, or Assignment list, the selected patient visits are added to your List(s) or Assignment list(s) as long as you have add/remove or manage rights to these lists. The Add Patient(s) to your patient list screen with your results remains open so that you can continue searching for and adding patient visits to your patient list(s).
   If you select the master Assignment list, the patient visit(s) will also be added to the Unassigned sublist unless you also selected a different sublist of the master Assignment list. If you select a sublist, the patient visit(s) will also be added to the master Assignment list if it is not already selected.
   • If any of the destination patient list(s) is a View with multiple source lists, the Add Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient list(s), and then click the Add to Patient List(s) button.
   The patient visits are added to the source patient lists of the destination View(s) and to the other destination patient lists. You are returned to the Add Patient(s) to your patient list screen so that you can continue searching for and adding patient visits to your patient list(s).
   If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.
   • If you do not have add/remove or manage rights to these patient lists including source lists for a View, you will receive a message stating that you do not have permission to add the patient(s).
   If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.

​

Manually Registering a Patient and/or Visit to Add to Selected Patient Lists

In this workflow, the provider first searches the census list to confirm that the patient visit is not already registered. If the patient visit is not in the system, the provider manually registers a new patient and visit, or manually adds a visit to an existing patient. Upon saving, the new patient visit is added to the selected patient list(s).

1. Click Add Patient(s) from the Actions drop-down of the Patient List tab.
   This functionality is also available from the Sign-Out Summary tab and the Patient Charge Status tab under the Manage drop-down.
2. Search for a patient visit (see Step 3 of Adding Existing Patient Visits to Selected Patient Lists), and then add a new visit using the appropriate procedure, based on your search results:
   • If some visits for your patient are listed, but not the specific visit you want to add, select one of the patient’s visits, and then select a visit type from the Add Visit drop-down located in the upper right corner of the bottom portion of the screen.
   • If visits for other patients are listed, but not for your specific patient, do not select any visits from the results. Instead select a visit type from the Add Visit drop-down located in the upper right corner of the bottom portion of the screen.
   • If no visits match your criteria, the following message is displayed: “No Visits Found. Create a new visit from the search criteria by clicking on one of the visit types below” followed by a list of blue visit type links. Select one of the visit type links to create the patient and add their first visit at the same time. The list of visit types varies by institution and can include visit types such as Inpatient, Outpatient, ER, Pre-Registration, or Recurring visits.

The manual registration screen opens.

3. Enter or edit the patient’s demographic information at the top of the screen, followed by their visit information in the lower half. The information displayed on this screen varies based on the type of visit you are adding, as well as your organization’s specific needs. See Common Data Elements in Manual Registration.
4. Select the destination patient list(s) where you want to add the patient visit from the Add Patient to List(s) drop-down located in the bottom left corner of the screen. The patient list that you had selected in the Patient List tab is selected by default. If you click the drop-down list, all your favorite patient lists display for selection. If you cannot find the patient list(s) you want, click the search… link and enter any of the following search criteria in the Search for patient list(s) window:
   • Select a department label from the Department drop-down to display patient lists where the “owner” is in the selected department. Click Search .
   • Enter either the name of the patient list, current user’s alias name, owner name, or information in either the Description or Included in Views field.

The search results are displayed below the search criteria. You will see the Name, Owner, Description, and Actions columns available for each patient list. Optionally, you can change the display of columns as needed. See Changing the Display of the Patient List Search Results for more information. Select the patient list(s) and then click Select Patient List(s) to add the patient lists.

5. Select the reason for adding the patient from the Reason drop-down if displayed. If Reason is displayed, you must specify why you are adding this patient visit to your patient list by selecting a reason from the drop-down. This field only displays if you have the user Patient List preference Require Reason for Adding Patients Manually enabled.
6. Save your work to add the manually registered patient visit to the selected patient list(s):
   • Click Add and Save to save the patient and visit information, and also add the patient visit to your selected destination patient list(s) displayed in the Select a Patient List drop-down.
   • Click Save and Edit Sign-Out to save the patient and visit information, add the patient visit to your select destination patient list(s) displayed in the Select a Patient List drop-down, and go on to edit the patient’s sign-out information. See Entering or Editing Information on the Sign-Out Form for information about editing sign-out data.
   The Save and Edit Sign-Out button is present only if your organization has implemented the Sign-Out application, and the Sign-Out Create/Edit Access preference in your user profile allows you to edit sign-out data.
   • Click Save and Add Charge to save the patient and visit information, add the patient visit to your selected patient list(s) displayed in the Select a Patient List drop-down, and go on to enter charges for the patient visit. See Basic Steps for Entering a New Charge Transaction for instructions about entering charges.
   • Click Cancel to exit without saving the patient and visit information or adding patient visit to a patient list.
   When you save and add the patient visit to patient lists, one of the following actions happens:
   • If the destination patient list(s) are either a List, View with only one source list, or Assignment list, the selected patient visits are added to your List(s) or Assignment list(s) as long as you have add/remove or manage rights to these lists. The Add Patient(s) to your patient list screen with your results remains open so that you can continue searching for and adding patient visits to your patient list(s).
   If you select the master Assignment list, the patient visit(s) will also be added to the Unassigned sublist unless you also selected a different sublist of the master Assignment list. If you select a sublist, the patient visit(s) will also be added to the master Assignment list if it is not already selected.
   • If any of the destination patient list(s) is a View with multiple source lists, the Add Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient lists, and then click the Add to Patient List(s) button.
   The patient visits are added to the source patient lists of the destination View(s) and to the other destination patient lists. You are returned to the Add Patient(s) to your patient list screen so that you can continue searching for and adding patient visits to your patient list(s).
   If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.
   • If you do not have add/remove or manage rights to these patient lists including source lists for a View, you will receive a message stating that you do not have permission to add the patient(s).
   If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.
   Manually adding a patient creates a record that is visible in the Manually Added/Removed section of the Compare patient to list screen. The record shows the user first and last name, username, and date/time from the most recent time the visit was added to or removed from the list.

​

Adding a Patient from One Patient List to Another Patient List

If you have a patient, or patients, on one of your patient lists that you wish to add to other patient lists, you can use the Add Patient(s) To Another List functionality from the Actions menu as follows:

1. Select the Patient List tab and then select the Patient List drop-down, located between the Actions menu and the Refresh button above the Patient List area. A list of Favorite patient lists will display.
2. Select the desired patient list from the drop-down list. The Patient List area will update with the contents of the selected patient list.
3. Select the patient that you wish to add to another patient list in the Patient List area or, if you wish to add more than one patient to another list, proceed to the next step and select the patient(s) you want in the Add Patient(s) to Another List window.
4. Select the Actions button, located at the top of the Patient List area, and then select Add Patient(s) To Another List from the drop-down menu.

The Add Patient(s) to Another List window displays.

5. Select the patient(s) that you want to add to another list by clicking on each one. Or, click on the Select All button at the top of the patient list to select all of the patients in the screen. When a patient is selected, the background color changes to light orange. To deselect a patient, click on the row again.
6. Select the Add Patient to List(s) drop-down and then select the desired patient list(s) where you wish to add the patient using one or both of the following ways:
   • Check the checkbox for each of the available favorited patient lists. You can use the Filter search to quickly find a patient list if your list of favorited patient lists is long You can use the Check all link to select all your favorited patient lists.
   • Search and select patient lists that are not listed among your favorited patient lists. Click the search… link and enter any of the following search criteria in the Search for patient list(s) window:

• Select a department label from the Department drop-down to display patient lists where the “owner” is in the selected department. Click Search .
• Enter either the name of the patient list, current user’s alias name, owner name, or information in either the Description or Included in Views field.

The search results are displayed below the search criteria. You will see the Name, Owner, Description, and Actions columns available for each patient list. Select the patient list(s) and then click Select Patient List(s) to add the patient lists.

7. Review the list of selected patient lists and if correct, move your cursor away from the Add Patient to List(s) drop-down to close it. If you wish to start over, click the Uncheck all link to remove your selections.
8. Select a reason for adding a patient visit to the patient list(s) from the Reason drop-down if displayed. If Reason is displayed, you must specify why you are adding this patient visit to your patient list by selecting a reason from the drop-down. This field only displays if you have the user Patient List preference Require Reason for Adding Patients Manually enabled.
9. If you would like to remove the selected patient(s) from the current patient list at the same time, select the Remove from <list name> checkbox (where <list name> is the name of the current list).
   This checkbox is sticky, so it will remember its current state the next time you access this window.
10. Click Add in the Add Patient(s) to Another List window to add the patient(s) to the selected patient lists in one of the following ways:
    • If the destination patient list(s) are either a List or a View with only one source list, the selected patient(s) are added to your List(s) if you have add/remove or manage permissions. Then you are returned to your Patient List screen.
    • If the destination patient list(s) is an Assignment list, the selected patient(s) are added to your Assignment list(s), and to the Unassigned sublist unless you also selected a different sublist of the master Assignment list, if you have add/remove or manage permissions. Then you are returned to your Patient List screen.
    If you select a sublist, the patient visit(s) will also be added to the master Assignment list if it is not already selected. If you select a sublist and the patient(s) already exists on a sublist under the same Assignment list, the Add Patient(s) Result window displays and you can choose Reassign to confirm you want to reassign them to the new sublist, or you can click Close to keep them on the current sublist.
    • If any of the destination patient list(s) is a View with multiple source lists, the Add Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient lists, and then click the Add to Patient List(s) button.
    The patient visits are added to the source patient lists of the destination View(s) and to the other destination patient lists and you are returned to your Patient List screen.
    If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.
    • If you selected the Remove from… checkbox, the selected patient(s) are removed from the current list.
    • If you do not have add/remove or manage rights to these patient lists including source lists for a View, you will receive a message stating that you do not have permission to add the patient(s).
    If you should click Cancel, you will be cancelling the entire Add Patients action and none of the selected destination patient lists will have the patient visits added.

​

Removing Patient(s) from the Selected Patient List

Most of the time it is not necessary to remove a patient visit from a patient list, since visits are automatically removed from patient lists, based on the list’s time-based criteria for the removal of visits: In the case of a patient visit that you manually added to a patient list, the visit is automatically removed based on the removal criteria above, or after the number of days specified by the user setting below (whichever results in the visit staying on the list the longest amount of time) unless the list’s removal criteria specifies that patients should be removed immediately upon discharge, then they are removed as soon as they are discharged, regardless of whether or not they were manually added. In addition to the automatic removals described above, you also have to option to at any time manually remove one or more patient visits from your selected patient list. For example, you might want to do this if the patient(s) were manually added for a consult but after the consult are no longer in your care. Commure Pro provides a way to quickly remove a single patient or remove several patients at a time. Keep in mind that removing a patient from a patient list does not delete the patient from the organization’s census list, and you can always re-add that patient to the same or another patient list at a later time. There are some special considerations to keep in mind when removing patient visits from an Assignment or View type of list:

• When removing a patient from an Assignment list (whether you are working from the master assignment list, the Unassigned sublist, or a named sublist), the patient is removed from both the master assignment list and the sublist to which the patient is currently assigned.
• When removing a patient from a View, keep in mind that this type of patient list is a view onto other Lists and/or Views. As a result, the patient is actually removed from the source List(s), not the View. In addition, the same conditions described above for add/remove permissions must be met for the source List(s). The Remove Patient function behaves as follows when using it from a View:
  • If the View is composed of only one source List, the patient is automatically removed from that List.
  • If the View is composed of more than one source List, but you have permission to remove patients from only one of those Lists, the patient is automatically removed from that List.
  • If the View is composed of more than one source List, and you have permission to remove patients from more than one of them, you are prompted to select the source List(s) from which you want to remove the patient (you can choose more than one).

Settings that control this feature:

• Patient List - Edit/Create Patient List - Time Criteria - [Visit Type] - Remove Patients (see Changing the Time Criteria for Visit Types for a Patient List)
• Admin - User - Patient List - Remove Manually Added Patients after

​

Removing a Single Patient from the Selected Patient List

If a patient visit on your patient list is no longer needed, you can quickly remove that patient visit as follows:

1. Select the patient you wish to remove from your patient list in the Patient List tab.
2. Select Remove Patient from the Actions drop-down next to the Patient List drop-down.
   This functionality is also available from the Sign-Out Summary tab and the Patient Charge Status tab under the Manage drop-down.
3. Click Yes when a Question dialog pop-up displays asking if you want to remove the patient. The patient is removed from your patient list unless you are removing it from a View with multiple source lists. If removing it from a View with multiple source lists, proceed to the next step.
   If you do not have add/remove or manage permission to the patient list or source lists, you will see a message stating that you did not have add/remove permission.
4. The Remove Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient lists, and then click the Remove button.

The patient visit is removed from the source patient list(s) of the destination View. You are returned to your Patient List screen.

​

Removing Multiple Patients from the Selected Patient List

If you find that several of your patients are no longer needed on your patient list. For example, their appoint was cancelled or another provider saw the patient(s) instead of you. You can remove multiple patients from your patient list all at the same time as follows:

1. Select the patient list from the Patient List drop-down in the Patient List tab where you wish to remove patients.
2. Select Remove Multiple Patients from the Actions drop-down next to the Patient List drop-down.

The Remove Patients from <Patient List name> screen displays with all the patients on your currently selected patient list.

3. Select all of the patient visits that you want to remove by clicking on each one. Or, click on the Select All button at the top of the patient list to select all of the patient visits in the screen. When a visit is selected, the background color changes to light orange. To deselect a visit, click on it again.
4. Click the Remove button at the bottom of the screen. The patients are removed from your patient list unless you are removing them from a View with multiple source lists. If removing them from a View with multiple source lists, proceed to the next step.
   If you do not have add/remove or manage permission to the patient list or source lists, you will see a message stating that you did not have add/remove permission.
5. The Remove Patients window displays to allow you to choose the destination source patient lists that you have add/remove or manage rights to. Select the source patient lists, and then click the Remove button.

The patient visits are removed from the source patient list(s) of the destination View. You are returned to your Patient List screen.