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Understanding the Patient List Wizard

When you access the Patient List wizard for either creating or editing any type of patient list, you will see the following tabs where you can review and make changes to your patient list: Within each tab, there is also a Preview tab located to the far right of the screen. This tab will display the contents of the patient list based on all the properties set in the wizard for the Web and iOS (Apple devices), but only if there are filters set; otherwise the tab will be blank.

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Overview Tab

  • Patient List tab - Actions - Edit or Create Patient List - Overview When you select Create a Patient List or Edit a Patient List from the Actions drop-down of the Patient List tab, the Patient List wizard displays with the Overview tab selected. The Overview tab is where you decide the basic structure of your patient list such as the Name, Alias, Description, Type of patient list (List, View, or Assignment) and if it is to be on your Patient List drop-down (Favorite) and the Reason for favoriting the list, if applicable. If you are creating a View or an Assignment list, you will also specify what Lists/Views (View) or sublists (Assignment) will be used. If you are editing a sublist, only the sublist name is available to edit. You can also preview the content of your patient list in the Preview tab for either the Web or iOS (Apple) handheld device. Enable Account Based Infacility Calculation Type controls whether the patient list uses the “account-based InFacility” logic (a value of Yes) or the “most recent InFacility visit” logic (a value of No). Your system administrator will determine which type of logic is best for your organization and set a default value for this field. When creating a new patient list, use the default value and do not change it. The account-based InFacility logic is available in releases 9.2.0.2.31 and later.
    When creating a new patient list, you must enter a name in the Name field before moving to another tab. If editing a patient list, you cannot change the Type of the patient list.

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Time Criteria Tab

  • Patient List tab - Actions - Edit or Create Patient List - Time Criteria
The Time Criteria tab in the Patient List wizard is where you determine what types of visits you wish to have on your patient list (check to add and uncheck to remove). By default visit types are checked and included as part of the visit type criteria for any Patient List based on the System Default or Department template. You will see either InFacility visit types (such as Inpatient or ER) or non-InFacility visit types (scheduled visit such as Outpatient). You can also change when a visit type is added and removed from your patient list. For example, if you want to display Outpatient visits before the Schedule Date and have it removed on the Schedule Date, you would select Edit for the Outpatient visit type to enter the desired changes and then click Save to keep the changes. See Changing the Time Criteria for Visit Types for a Patient List for the specific details of how to set up the time-based criteria for a patient list.

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Filters Tab

  • Patient List tab - Actions - Edit or Create Patient List - Filters
The Filters tab in the Patient List wizard allows you to add more criteria (filters) to create a patient list that meets your specific needs beyond the time-based visit type criteria. Filters are a powerful tool to help refine your patient list to display a very specific set of patient visits. Filters can be based on a financial class, insurance, service, location, type/status of visit, and/or relationship (to self, departments, or other providers). For example, you may wish to create a list of patient visits based on a specific medical service where you are the attending physician. You would use the Medical Service filter (check the appropriate medical service) and the Relationship to Me filter (check Attending). See Using Filters in a Patient List for the specific details of how to add filters for a patient list.

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Display Tab

  • Patient List tab - Actions - Edit or Create Patient List - Display
The Display tab in the Patient List wizard allows you to lay out the display of your patient list. You can decide how many columns and rows will display for each patient visit using the Table Designer functionality at the top of the screen. You can also determine what patient information will display in these columns and row and in what order by dragging and dropping new fields into the desired location or removing fields by clicking Delete in the field you wish to remove. As you make changes, you will see the Preview tab update to reflect your changes. See Setting up the Display for a Patient List for the specific details of how to create your desired layout of your patient list.

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Permissions Tab

  • Patient List tab - Actions - Edit or Create Patient List - Permissions
The Permissions tab in the Patient List wizard allows you to decide who can view and manage your patient list as well as add and remove patients to your patient list. By default, your patient list is set to No other users for permissions which means only you (list owner) have these rights. If you wish to share your patient list (see Sharing a Patient List for the specific details on how to share your patient list) with other users, you can add these users, departments, or facilities to have any of the following rights for your patient list:
Permissions apply to L2 and L3 users, while L0 and L1 users have permission to view and manage any patient list, with one exception. For a patient list where the owner is L0, only other L0 users will have permission to view and manage it.
  • Who can see this patient list? - Grants users the rights to see but not alter the content of patient list and associated patient data.
  • 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. Users with manage permissions are also able to delete patient lists. 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 for 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.

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Users Tab

  • Patient List tab - Actions - Edit or Create Patient List - Users
The Users tab in the Patient List wizard allows you to create your patient list for others and is only available to administrators who have the Can Create for others setting set to Yes. You can choose to create the patient list for yourself, individual users, entire departments, entire facilities, or a combination of any of these. If you choose to create a patient list for specified users, a separate patient list is created for each user. When the patient list is created for each user, the Relationship to Me filter will pertain to each individual user and the permissions (View, Manage, and Add/Remove) will be based on each user as each patient list created for the user will by owned by that user. By default, each patient list will be marked as a Favorite for each user.
You should you not create a separate patient list for each user if the purpose is to share one patient list with many users. For sharing a patient list with other users, use the sharing permissions in the Permissions Tab when creating the patient list.
Settings that control this feature:

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Summary Tab

  • Patient List tab - Actions - Edit or Create Patient List - Summary
The Summary tab is where you can review all the patient list criteria, display settings, and permissions to ensure that everything is set up correctly in your patient list. If you need to change anything, you can return to any tab to make the changes.

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Preview Pane

There is a Preview pane located on the right side of each tab in Patient List wizard. The Preview pane will show how the patient list displays based on the criteria entered into the wizard, but only when there are filters set. If there are no filters set for the patient list, the Preview pane will be blank. When filters are set, it updates each time a new criteria is entered. You can choose to preview the patient list for the Web or iOS platforms using the Preview Type drop-down.

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Creating a List

Users can create and share a List from the Patient List tab.
  1. Select Patient List tab and then select the Actions menu, located at the top of the Patient List area, to display the drop-down list of available functions.
  2. Select Create a Patient List from the Actions drop-down list. The Create new Patient List wizard displays using the System Default List template. However, if you also have a Department template available, you will see a dialog box asking you to select the default template to use when creating your new List. Select the desire template, and then click OK to launch the Create new Patient List wizard.
  3. Enter a descriptive name (50 character limit) for the List in the Name field of the Overview tab that will easily identify the contents of your List. For example, if this List is your main patient list, you can enter My Patients as the name. Optionally, you can also:
    • Add an Alias name which is a private label of your View and will display in your Patient List drop-down instead of the entered Name
    • Enter a more descriptive, explanatory information using the Description text box (250 character limit)
  4. Enable Account Based Infacility Calculation Type controls whether the patient list uses the “account-based InFacility” logic (a value of Yes) or the “most recent InFacility visit” logic (a value of No). Your system administrator will determine which type of logic is best for your organization and set a default value for this field. When creating a new patient list, use the default value and do not change it. The account-based InFacility logic is available in releases 9.2.0.2.31 and later.
  5. Verify that the List is correctly favorited. To the left of the Name field, you will note that the List is marked a Favorite so that it will appear in your patient list drop-down. Optionally you can:
    • Deselect the Favorite icon if you do not want this List to appear in your drop-down of available patient lists. For example, if you are strictly an administrator (not a provider with administrator privileges) creating this Assignment list to share with a team of providers, you would not need to add this Assignment list to your Patient List drop-down as you are not providing care for these patients.
    • Provide a reason for favoriting the list if the Reason for Favoriting drop-down is displayed. If Reason for Favoriting is displayed, you must specify why you are marking this list as a favorite by selecting a reason from the drop-down. This field only displays if you have the user Patient List preference Require Reason for Favoriting a Patient List enabled.
    • Favorite the list for other users by searching and selecting individual users, departments of users, or facilities of users in the Favorite for Others field. If you are favoriting the List for other users, the selected reason will also be used for why it is favorited for those users.
    This field is only available to users with Level 2 access or higher, and you must have the Can Favorite for others preference enabled to have the Favorite for Others field. Any selected users, departments, or facilities must also be given Who can see… permissions under the Permissions tab.
The Type List is selected by default which is the correct type designation for a basic List. By default, the Switch to new patient list upon save checkbox is checked. This allows you to switch immediately to this list upon creation. Uncheck this box if you don’t wish to switch to the new patient list after creating it.
Once you have entered a name for your List, you can move to the screen of any tab by clicking on the desired tab or use the navigation buttons, Back, Next, Create My List (Save in edit mode), or Cancel, at the bottom of the screen.
  1. Click the Next> button to proceed to the Time Criteria tab, and review the list of visit types and each visit type’s time criteria for adding or removing a visit of that type. You can choose to make the following changes:
    • If you wish to include or not include a visit type from the list, you can check (include) or uncheck (not include) the visit type.
    • If you wish to change the time criteria for adding or removing visits for a visit type, you can click Edit next to each visit type to change the time criteria that the system will use to add a patient visit to your patient list, and then remove the visit.
    If you have at least one visit type selected with Add Patients = On Admit/Scheduled Date or N Days before Admit Date and Remove Patients = Never and no Filter is selected, you will get a message stating that you need to refine your time criteria for visits or add a filter to prevent creating a list that is too large.
  2. Click the Next> button to proceed to the Filter tab if you wish to set a filter. Select Add A Filter , and then select one of filters from the Filter on drop-down. Make the appropriate filter option selections and then click the Add button .
    You must specify at least one filter unless all of your time-based criteria for adding patients to your list are set to Never (I will add manually). If you do not have any filters applied and your time-based criteria for adding patients are not all set to Never, you will see a message stating that you need to refine your time criteria or filter criteria because your list adds patients automatically, but does not contain any filter criteria.
  3. Click the Next> button to proceed to the Display tab if you wish to change the visual layout of the List. The Display 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 drag and drop new fields into the template, you can remove fields from the template, and you can add or remove columns and rows.
  4. Click Next> to proceed to the Permissions tab when the desired layout of the List is completed. The Permissions tab contains the settings that allows you to share your List. By default, your permissions are set to allow no other users to view the List, manage the List, or add/remove patients to/from your List. You can add others to any of these permissions if you want to share your List.
    For administrators only, any users, departments, or facilities that you added to the Favorite for Others field in the Overview tab must be given Who can see… permissions.
  5. (Optional - for administrators only) Click Next> to proceed to the Users tab to create your List for other users including yourself. If you do not need to create a List for other users, proceed to the next step.
  6. Click Next> to proceed to the Summary tab, and then review all of the settings for your List. You should also review the Preview tab for Web and iOS (if applicable) to determine that your List content is correct.
  7. Click Create My List to create your List.

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Changing the Time Criteria for Visit Types for a Patient List

Commure Pro uses the concept of “current visit” to indicate that a patient is physically residing in the facility (InFacility). InFacility visits can include several visit types such as Inpatient, Emergency Room (ER), Observations, etc. The time criteria for InFacility visits to add a visit is based on the Admit date and to remove a visit is based on the Discharge date. Additionally you also have Scheduled visit types, such as Outpatient, where adding and removing a visit is based on the Scheduled date. You can change the time-based criteria for any InFacility and Scheduled visit type. Some visits may include both an Admit date and a Scheduled date (such as an inpatient surgery). In these cases, you can display all visit dates for each visit type when defining the time-based criteria, regardless of the configured start date and end date for the visit type. When all visit dates are displayed then Admit, Scheduled, and Discharge options are available for each visit type as Add/Remove criteria rather than only Admit and Discharge for InFacility visits and Scheduled for Outpatient visits. This is enabled via the setting Admin > System Management > Commure Pro Visit Types > Include all visit dates in PLv2 Time-Based Criteria.

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Changing the Time Criteria for InFacility Visit Types

You can change the time-based criteria to add and remove a InFacility visit type in the Time Criteria tab from either the Create new patient list or Edit patient list wizard as follows:
  1. Click Edit next to each InFacility visit type (for example, Inpatient or ER) to change the time criteria that the system will use to add a patient visit to your patient list, and then remove the visit.
  2. 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
  3. Select one of the following for the Remove Patients criteria for an InFacility visit type:
    • On Admit Date
    • On Discharge Date
      Patients are removed at midnight of the 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
  4. Click Save to retain the settings. The Preview tab will update to reflect any saved time-based criteria choices for your patient list.
    Invalid criteria selections display an error message without saving the new or edited settings. Only valid settings are allowed to be saved.
  5. If you are creating a new patient list, continue to make any needed changes from the default settings as described in Creating a List, Creating a View, or Creating an Assignment List depending on the type of patient list you are creating. If you are editing an existing patient list, continue to make any needed changes and then click Save when you are done.

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Changing the Time Criteria for Scheduled Visit Types

You can change the time-based criteria to add and remove a Scheduled visit type in the Time Criteria tab from either the Create new patient list or Edit patient list wizard as follows:
  1. Click Edit next to any scheduled (non-InFacility) visit type such as Outpatient to change the time criteria that the system will use to add a patient visit to a user’s patient list, and then remove it.
  2. 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
  3. 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
  4. Click Save to retain the settings. The Preview tab will update to reflect any saved time-based criteria choices for your patient list.
  5. If you are creating a new patient list, continue to make any needed changes from the default settings as described in Creating a List, Creating a View, or Creating an Assignment List depending on the type of patient list you are creating. If you are editing an existing patient list, continue to make any needed changes and then click Save when you are done.

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Using Filters in a Patient List

You can add filters in the Filters tab from either the Create new patient list or Edit patient list wizard as follows:
  1. Select Add A Filter , and then select one of the following filters from the Filter on drop-down:
    You may have some or all of the filter options depending on what is available in the system.
    • Financial Class - allows you to display visits based on their financial class such as Medicare or Medicaid. There is a drop-down list of available financial classes where you can choose any or all of the available options. You can also search for and then a specific financial class if the list is long.
    • Insurance Company - allows you to display visits based on their associated insurance company such as Blue Cross Blue Shield or United Healthcare. There is a drop-down list of available insurance companies where you can choose any or all of the available options. You can also search for and then select a specific insurance company if the list is long.
    • Location - allows you to display visits based on their physical location such as ICU or a floor of the facility. There is a drop-down list of available locations where you can choose any or all of the available options. You can also choose sub-locations of a location if available. For example, you can choose specific floor of a location. You can add additional Location filters by selection Location again and choosing from the list of available options.
    • Medical Service - allows you to display visits based on their association with a medical service such Cardiac or Pediatric care. There is a drop-down list of available medical services where you can choose any or all of the available options. You can also search for and then select a specific medical service if the list is long.
    • Relationship to Department(s) - allows you to display visits based on provider relationships such as Attending or Admitting for any provider in the specified department(s). You select one or more provider relationships under the Relationships list and then search and select the appropriate department(s) by entering the label(s) into the search text box under Departments.
    • Relationship to Me (the list owner) - allows you to display visits based on the list owner’s provider relationships such as Attending or Admitting. You select one or more provider relationships under the Relationships list.
    • Relationship to Other Provider(s) - allows you to display visits based on provider relationships such as Attending or Admitting for specific provider(s). You select one or more provider relationships under the Relationships list and then search and select the appropriate provider(s) by entering the name(s) into the search text box under Providers.
    • Sepsis Score - allows you to create a patient list that contains only patients with a sepsis score value in a certain threshold or range, for example, greater than 80 or less than 50.
    • Visit Status - allows you to display visits based on their status such as Active or Cancelled. There is a drop-down list of available visit statuses where you can choose any or all of the available sections. You can also search for and then select a specific visit status if the list is long.
    • Visit Type - allows you to display visits based on specific their visit type such as Inpatient or ER. There is a drop-down list of available visit types where you can choose any or all of the available sections. You can also search for and then select a specific visit type if the list is long.
When selected, each filter may display another drop-down list of possible choices to select, a search box to find and select criteria, and/or additional filters.
  1. Select the desired filter options as outlined below for each filter:
    • Financial Class - use the checkboxes to select one or more of the displayed options.
    • Insurance Company - use the checkboxes to select one or more of the displayed options.
    • Location - use the checkboxes to select one or more of the displayed options.
    • Medical Service - use the checkboxes to select one or more of the displayed options.
    • Relationship to Department(s) - use the checkboxes to select one or more provider relationships such as Attending or Admitting under the Relationships list and use the search field to enter and select the appropriate department(s) by entering the label(s) into the search text box under Departments.
    • Relationship to Me (the list owner) - use the checkboxes to select one or more provider relationships such as Attending or Admitting under the Relationships list.
    • Relationship to Other Provider(s) - use the checkboxes to select one or more provider relationships such as Attending or Admitting under the Relationships list and use the search field to enter and select the appropriate provider(s) by entering the name(s) into the search text box under Providers.
    All users, including non-providers, will be available to select when searching for names in the Providers search text box.
    • Sepsis Score - select one of the displayed options and enter an integer from 1 to 99 in the field to the right. For example, selecting > (greater than) and entering 75 as the number means only scores 76 and above would be displayed.
    • Visit Status - use the checkboxes to select one or more of the displayed options.
    • Visit Type - use the checkboxes to select one or more of the displayed options.
    For example, if you chose the Relationship to Department(s) filter, you would check the desired provider relationships (Admitting, Attending, etc) under Relationships, and then enter the department label in the search text box under Departments which will automatically select and enter the desired department. If you wish to select a department from the list of departments, you can click Search under Departments to display a drop-down list of department labels for selection.
  2. Click Add to retain your choice or click Cancel if you do not want to add the filter. The Preview tab will update to reflect any saved filter choices for your patient list. You can remove or edit a filter using the Delete button or the Edit button next to the filter. If you edit a filter, click Save to save your change(s) or Cancel to cancel any change(s).
    Each filter uses the OR logic for each filter option added to the filter. For example, if I add the Visit Type filter and select and add the Inpatient and ER visit types to the filter, the logic displays as:
Visit Type is ER or Inpatient
  1. Add more filters as needed by repeating the above steps.
  2. (Optional) Edit the Filter Logic. You can add and save several separate filters if you wish. However, each filter that you add will use the AND logic to the previously added filter. After you add a second filter, you will see the Filter Logic displayed above the selected filters: For example, if you added and saved a Location filter for all units in Easton (filter number 1) and then added a Relationship to Department(s) filter for the Anesthesia department for all relationships (filter number 2), you will see Filter Logic 1 AND 2 displayed. The results for your Patient List will only include patients who have a relationship to a provider in the Anesthesia department and are in an Easton unit. If you wish to edit the filter logic to use the OR logic instead of the AND logic, click the Edit Logic button , enter your changes (for example, Filter Logic 1 OR 2), and then click Save to keep your changes or click Undo to revert your changes.
    The Filter Logic supports only AND and OR logic.
  3. If you are creating a new patient list, continue to make any needed changes from the default settings as described in Creating a List, Creating a View, or Creating an Assignment List depending on the type of patient list you are creating. If you are editing an existing patient list, continue to make any needed changes and then click Save when you are done.

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Setting up the Display for a Patient List

To change the patient list display:
  1. Choose what fields of information you want displayed in your patient list as follows:
    • To add or move a field in the layout of the patient list, you can drag (first select the field by clicking and holding left mouse button and then drag to desired location) and drop (release left mouse button) any field to the desired cell.
    • To create a new row or column, drag a field onto the line between two columns or rows. You will see text prompting you to drop the field to create a new row or column.
    • 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.
    • It is recommended that you do not use the bottom right display field if you 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.
    • 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 instead insert rows for each field within a column (see the next step for instructions), the fields display correctly on separate lines.
  2. (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.
  3. Determine what sort criteria that you wish to use. To set sort criteria for the patient list, choose the field for sorting using the Sort on drop-down and then the sort order in the Sort order drop-down. You can also add a secondary sort. For example, primary sort is Patient Name with a A-Z sort and then on Admit/Scheduled date ordered by Most Recent First. Most sort options are alpha/numeric sorts but there is a custom sort based on specific locations which allows you to create a rounding list.
    The Location sort order sorts alphabetically in the following order: Facility, Unit, Room, and then Bed. Selecting the sort order By Room (A to Z) sorts the patient list by ascending room number in alphanumeric order, ignoring the facility and the unit portion of the location. Rooms within different units may be intermingled when the patient list is sorted this way, as in the following example:
    • Unit 1 Room 200
    • Unit 1 Room 201
    • Unit 2 Room 205
    • Unit 2 Room 206
    • Unit 1 Room 210
    When the primary sort is Location, patients are grouped under headings in the Patient List that identify the Facility name and Unit name (in the format Facility.Unit) for those patients. If all of the patients are in the same Facility, only the Unit name (Facility.Unit) displays in a heading.
  4. If you are creating a new patient list, continue to make any needed changes from the default settings as described in Creating a List, Creating a View, or Creating an Assignment List depending on the type of patient list you are creating. If you are editing an existing patient list, continue to make any needed changes, and then click Save when you are done.

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Setting up a Custom Sort by Location for a Patient List

A custom sort can be applied during the creation of a patient list or by editing a patient list in the Display tab of the Create new patient list or Edit patient list wizard as follows:
  1. Select the Display tab of the Create new patient list or Edit patient list wizard.
  2. Select Location from the first Sort on drop-down under Sort Criteria, and then choose Custom or By Room (Custom) from second drop-down next to Location.
The Edit button displays next to the Sort on drop-downs. If a list of available locations displays under the drop-down instead of the Edit button , proceed to Step 4.
  1. Click Edit next to the drop-down with Custom or By Room (Custom) selected. A list of available locations displays under the drop-downs.
  2. Check or uncheck the locations to select/deselect them.
    When setting the custom location sort order for the first time, if the list has a filter criteria for Location in the Filters tab, any locations selected there will be selected by default.
    As you check a location, it is added in the order that you selected it under the Custom drop-down. You can select an entire facility or specific units. If you select an entire facility, all the units are added. As you make your selection, you will see the order of your patients change in the Preview tab based on the order that you selected each location. If this is the desired order, click Save , and then proceed to Step 6. If you wish to change the order of selected locations, proceed to the next step.
  3. Select a location (click on location and hold left mouse button) and drag it to the desired position in the sort order, then drop it (release left mouse button). Continue to drag and drop the locations until you get your desired sort order, and then click Save .
    If there are visits for locations that are not a part of the custom sort order, those visits will be sorted below the visits that are part of the custom sort order by the secondary sort order or by patient name A-Z if there is no secondary sort order.
  4. If you are creating a new patient list, continue to make any needed changes from the default settings as described in Creating a List, Creating a View, or Creating an Assignment List depending on the type of patient list you are creating. If you are editing an existing patient list, continue to make any needed changes, and then click Save when you are done.

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Sharing a Patient List

To change the Permission settings:
  1. From the Permissions tab of the Create new patient list or Edit patient list wizard, select the drop-down list of the permission you want to change.
  2. Select one of the following settings from drop-down list:
    • 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, the Search field appears. You can search for and then enter any user, department label, or facility (which you have access to) by entering the name in the search text box and it will automatically select the desired user, department, or facility from the search list unless there are multiple selections available. If there are multiple selections displayed, select the correct user, department, or facility to add it to the list. If the wrong user, department, or facility is added to the patient list, hover your mouse over the name to expose the Delete button and then click the button to remove it.
  3. Repeat the above steps for each permission you wish to change and then if you are creating a new patient list, continue to make any needed changes from the default settings as described in Creating a List, Creating a View, or Creating an Assignment List depending on the type of patient list your are creating. If you are editing an existing patient list, continue to make any needed changes and then click Save when you are done.

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Creating a Patient List for Other Users

You can choose to create your patient list for other users including yourself. The Users tab is only available to administrators who have the Can Create for others setting set to Yes. To create the patient list for other users:
  1. Click the Users tab from the Create new patient list wizard.
  2. Uncheck Create for Me to remove yourself as a list owner if you are not creating the patient list for yourself.
  3. Select how you wish to add users from the Create for Additional Users drop-down. The default is No other users. You can choose the following:
    • All users - creates a separate list for each user
    Commure Pro does not recommend using the All users setting as it is rare that a single patient list is applicable for all users, and there is currently no way to delete a patient list if incorrectly created for a user - you can only unfavorite a patient list.
    • No other users (default)
    • Specific users/departments/facilities… - creates a separate list for each specified user or each user in the specified department(s) and/or facilities
  4. (Optional) If you selected Specific users/departments/facilities…, enter the name or label of the user, department, or facility in the search text box and it will automatically select the desired user, department, or facility from the search list unless there are multiple selections available. If there are multiple selections displayed, select the correct user, department, or facility to add to the list. Repeat this step as needed to add all the required users, departments, or facilities.
    If you incorrectly added a user, department, or facility, hover your mouse over the name to expose the Delete button and then click the button to remove it.
  5. Click Next> to proceed to the Summary tab, and then review all of the settings for your patient list. You should also review the Preview tab for Web and iOS (if applicable) to determine that your patient list content is correct. Click Create My List to create your patient list.
  6. Review the list of users in the Selected Users tab of the Confirm creating list for other users window and Patient List Summary tab to make sure you have the correct users and patient list content. Click Yes, create the lists if it is correct. To delete a list, click Delete button to the right. If you wish to make changes, click No, take me back to edit the patient list’s contents.
    On the Patient List Summary tab, you need to ensure that the Favorite icon is enabled so each user can see the patient list on their Patient List drop-down.
  7. Click OK in the Creating patient lists… confirmation window.
Settings that control this feature:

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Creating a View

You create a View using the Create new patient list wizard 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 Create a Patient List from the Actions drop-down list. The Create new Patient List wizard displays using the System Default List template. However, if you also have a Department template available, you will see a dialog box asking you to select the default template to use when creating your new View. Select the desire template, and then click OK to launch the Create new patient list wizard.
  3. Select View as the Type for your patient list.
  4. Enter a descriptive name (50 character limit) for the View in the Name field of the Overview tab that will easily identify the contents of your View. For example, you can enter Call Coverage as the name if you are creating a View that combines provider lists for which you provide call coverage. The name you enter is what will display for the View for other users (if shared) when they search for it. Optionally, you can also:
    • Add an Alias name which is a private label of your View and will display in your Patient List drop-down instead of the entered Name.
    • Favorite the view for other users if the Favorite for Others field is available. Search and select the individual users, departments of users, or facilities of users.
    This field is only available to users with Level 2 access or higher, and you must have the Can Favorite for others preference enabled to have the Favorite for Others field. Any selected users, departments, or facilities must also be given Who can see… permissions under the Permissions tab.
    • Enter a more descriptive, explanatory information using the Description text box (250 character limit).
  5. Enable Account Based Infacility Calculation Type controls whether the patient list uses the “account-based InFacility” logic (a value of Yes) or the “most recent InFacility visit” logic (a value of No). Your system administrator will determine which type of logic is best for your organization and set a default value for this field. When creating a new patient list, use the default value and do not change it. The account-based InFacility logic is available in releases 9.2.0.2.31 and later. Your View is marked a Favorite so it will appear in your Patient List drop-down. If you do not want this View to appear in your drop-down of available patient lists, you should deselect the Favorite icon.
  6. Select a reason for favoriting the View from the Reason for Favoriting drop-down if available. If Reason for Favoriting is displayed, you must specify why you are marking this View as a favorite by selecting a reason from the drop-down. If you are favoriting the View for other users, this reason will also be used for why it is favorited for those users.
  7. Select the List(s) and/or View(s) that you wish to include as a part of your View using the Select one or more drop-down next to Lists/Views to Include. The owner of a list is displayed here. If these lists have not been marked as a favorite, the name of the list is used (otherwise the alias is used).
  8. All favorited Lists/Views display:
    1. Choose to check one or more of your favorited Lists/Views and/or
    2. Click the search… link if you cannot find the List(s)/View(s) you want, 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.
    Optionally, you can change the display of columns as needed.
By default, the View contains the patients that are on these selected Lists and/or Views, and you can further refine the time-based and filter criteria for the view to display only a subset of those patients. Also by default, the Switch to new patient list upon save checkbox is checked. This allows you to switch immediately to this list upon creation. Uncheck this box if you don’t wish to switch to the new patient list after creating it.
Once you have entered a name for your View and added Lists/Views to the Lists/Views to Include, you can move to the screen of any tab by clicking on the desired tab or use the navigation buttons, Back, Next, Create My List, or Cancel, at the bottom of the screen.
  1. Click the Next> button to proceed to the Time Criteria tab, and review the list of visit types and each visit type’s time criteria for adding or removing a visit of that type. You can choose to make the following changes:
    • If you wish to include or not include a visit type from the list, you can check (include) or uncheck (not include) the visit type.
    • If you wish to change the time criteria for adding or removing visits for a visit type, you can click Edit next to each InFacility visit type (for example, Inpatient or ER) or scheduled visit types (for example, Outpatient) to change the time criteria that the system will use to add a patient visit to your patient list, and then remove the visit.
  2. Click the Next> button to proceed to the Filter tab if you wish to set a filter. Select Add A Filter , and then select one of filters from the Filter on drop-down. Make the appropriate filter option selections and then click Add .
  3. Click the Next> button to proceed to the Display tab if you wish to change the visual layout of the View. The Display 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 drag and drop new fields into the template, you can remove fields from the template, and you can add or remove columns and rows.
  4. Click Next> to proceed to the Permissions tab when the desired layout of the View is completed. The Permissions tab contains the settings that allows you to share your View. By default, your permissions are set to allow no other users to manage the View. You can add others to these permissions if you want to share your View.
    For administrators only, any users, departments, or facilities that you added to the Favorite for Others field in the Overview tab must be given Who can see… permissions.
  5. (Optional - for administrators only) Click Next> to proceed to the Users tab to create your View for other users including yourself. If you do not need to create the View for other users, proceed to the next step.
  6. Click Next> to proceed to the Summary tab, and then review all of the settings for your View. You should also review the Preview tab for Web and iOS (if applicable) to determine that your View content is correct.
  7. Click Create My List to create your View.

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Copying a Patient List

In order to copy a patient list, a user must have the appropriate setting enabled: To make a copy of a patient list, complete the following steps:
  1. On the Patient List tab, select the patient list you want to copy from the Patient List drop-down.
  2. Select the Actions drop-down, and then select Copy This Patient List. The Create New Patient List window displays.
  3. Determine your criteria and select the Create My List button at the bottom of the window.
If you want to view the patient list properties, you can select Show Properties from the Actions drop-down to review the current criteria, and then create a copy from the Patient List Criteria window. Settings that control this feature:

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Editing a Patient List

You can change the properties for any type of patient list if you are the list owner or if you have Manage rights to a shared patient list. To edit the properties of a selected patient list in your Patient List tab, you need to access the Edit Patient List wizard 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.
    If you are uncertain if you need to change any properties for the selected patient list, you can review the patient list properties before making any changes. See Showing the Properties of a Patient List.
  3. Select Actions menu, located at the top of the Patient List area, to display the drop-down list of available functions, and then select Edit under the Manage This Patient List category. The Edit Patient List wizard opens with the Overview tab displayed. See Understanding the Patient List Wizard for information on the functionality of the wizard. Make any needed changes in the Overview tab to the Name, Alias, Description, if it is to be on your Patient List drop-down (Favorite), and a Reason for favoriting it, if applicable. If you are editing a View or a master Assignment list, you can also change what Lists/Views (View) or sublists (Assignment) are used. If you are editing a sublist, you can change the sublist name and the display template for the sublist. The Preview tab will display any changes to a View’s patient lists or an Assignment’s sublists for either the Web or iOS (Apple) handheld device. Enable Account Based Infacility Calculation Type controls whether the patient list uses the “account-based InFacility” logic (a value of Yes) or the “most recent InFacility visit” logic (a value of No). Your system administrator will determine which type of logic is best for your organization and set a default value for this field. When editing an existing list, it is unlikely that you would change this value, unless it was incorrectly set to a value not recommended by your system administrator. The account-based InFacility logic is available in releases 9.2.0.2.31 and later.
    You cannot change the Type of an existing patient list in the Overview tab.
    If you select the Delete ( X ) icon to delete an Assignment sublist, you are prompted to verify the deletion, with the message: Are you sure you want to delete this sublist? Select Yes to delete, or No to cancel the deletion.
  4. Select any tab that has the properties that you wish to change, and then make the desired changes. Listed below are the procedures to help you make these changes:
  5. Select the Summary tab to review all your changes. If you want to know who has favorited your list, click the Show Details link.
  6. Click Save when you have completed your changes.

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Understanding the Bulk Edit Patient List Wizard

The Bulk Edit Patient List wizard allows you to edit multiple patient lists at one time. There are three types of edits: Add new or update current settings, replace current settings with new settings, and remove selected settings from selected patient lists. The patient lists are edited differently depending on which type of edit you choose. Below is an overview of how each setting is affected depending on the type of edit being made. For detailed steps on using the Bulk Edit Patient Lists wizard to edit patient lists, see Editing Multiple Patient Lists Simultaneously.

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Add or Update Patient List Properties

Below is a summary of the ways that Add/Update-type edits affect the selected patient lists. Examples of Add/Update edits may include adding a new visit type to be included in the patient lists, or updating the Add Patients/Remove Patients criteria for an existing visit type, or adding Filter Criteria such as a new Location or Status, or adding a new field to the patient list display.

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Overview Tab

The text below describes how edits made on the Overview tab affect the selected patient lists.
  • Name & Alias fields- Previous value is replaced with the value entered in the wizard.
  • Favorite for Others- If the star is set to favorite (gold), Patient Lists being edited will be favorited for any users/dept/facilities selected in the wizard.
  • Description field- Previous value is replaced with the value entered in the wizard./

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Time Criteria Tab

The text below describes how edits made on the Time Criteria tab affect the selected patient lists.
  • Visit Types- A visit type that is selected in the wizard is selected in the patient lists. If the visit type is already selected in the patient list it remains selected, and the add/remove criteria is updated if it is changed in the wizard.

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Filters Tab

The text below describes how edits made on the Filters tab affect the selected patient lists.
  • Filter Criteria- A filter that is selected in the wizard is selected in the patient lists. If a filter is already selected, its value is updated to the filter criteria that is selected in the wizard. If a filter is already selected in the patient lists but not edited in the wizard, it remains selected in the patient lists. You can add additional Location filters by selection Location again and choosing from the list of available options.

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Display Tab

The text below describes how edits made on the Display tab affect the selected patient lists.
  • Template (display grid)
  • Fields added to the display grid in the wizard are added to that cell for the patient lists and placed after any existing fields in that cell. If a field is added that already exists in a different cell in the display grid, the field is moved to the cell where it was added in the wizard. If a field is added in a cell that does not exist in a patient list, the cell is added to accommodate the new field.
  • Sort Criteria- Previous value is replaced with the value entered in the wizard. If the Primary Sort value is changed to the same value as the Secondary Sort, the Secondary Sort is changed to blank. If the Secondary Sort value is changed to the same value as the Primary Sort, the Secondary Sort is not changed.

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Permissions Tab

The text below describes how edits made on the Permissions tab affect the selected patient lists.
  • Allow Manual Add and Remove- If is set to True, the checkbox for this setting is selected for all List-type patient lists being edited. This property is ignored for any patient list being edited that are Views or Assignments.
  • View, Manage, or Add/Remove permissions- Previous value is replaced with the value entered in the wizard. If “Specific users/departments/facilities…” was previously selected, existing settings remain intact and selections made in the wizard are added to the patient lists.

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Summary Tab

The Summary tab displays only the edits that were made in the wizard including the settings that were selected. If any of the patient list permissions were changed to “No Other Users” then the text “List Owner” appears as the name associated with access to the list.

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Replace Patient List Properties

Below is a summary of the ways that Replace-type edits affect the selected patient lists. Examples of Replace edits may include changing all of the visit types used in the patient lists, or replacing all filters for the patient lists, or replacing the entire display template for the patient lists.

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Overview Tab

The text below describes how edits made on the Overview tab affect the selected patient lists.
  • Name & Alias fields- Previous value is replaced with the value entered in the wizard.
  • Favorite for Others- If the star is set to favorite (gold), Patient Lists being edited will be favorited for any users/dept/facilities selected in the wizard.
  • Description field- Previous value is replaced with the value entered in the wizard.

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Time Criteria Tab

The text below describes how edits made on the Time Criteria tab affect the selected patient lists.
  • Visit Types- The entire Time-Based Criteria section for all selected patient lists is replaced with what is selected in the wizard. A visit type that is already selected in a patient list is updated based on the Add Patients/Remove Patients criteria. A visit type that is selected in a patient list but not selected in the wizard is removed from the patient list.

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Filters Tab

The text below describes how edits made on the Filters tab affect the selected patient lists.
  • Filter Criteria- The entire Filter Criteria section for all selected patient lists is replaced with what is selected in the wizard. A filter that is already selected in a patient list is updated based on what is selected in the wizard. A filter that is selected in a patient list but not selected in the wizard is removed from the patient list. You can add additional Location filters by selection Location again and choosing from the list of available options.

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Display Tab

The text below describes how edits made on the Display tab affect the selected patient lists.
  • Template (display grid)- The entire display grid for all selected patient lists is replaced with what is specified in the wizard. This includes the number of rows and columns, and fields and their positions within each cell. If no changes are made to the display grid in the wizard, the display grid is not edited in the patient lists.
  • Sort Criteria- Previous value is replaced with the value entered in the wizard. If the Primary Sort value is changed to the same value as the Secondary Sort, the Secondary Sort is changed to blank. If the Secondary Sort value is changed to the same value as the Primary Sort, the Secondary Sort is not changed.

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Permissions Tab

The text below describes how edits made on the Permissions tab affect the selected patient lists.
  • Allow Manual Add and Remove- If is set to True, the checkbox for this setting is selected for all List-type patient lists being edited. This property is ignored for any patient list being edited that are Views or Assignments.
  • View, Manage, or Add/Remove permissions- Previous value is replaced with the value entered in the wizard. If “Specific users/departments/facilities…” was previously selected, settings in patient lists are replaced by selections made in the wizard.

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Summary Tab

The Summary tab displays only the edits that were made in the wizard including the settings that were selected. If any of the patient list permissions were changed to “No Other Users” then the text “List Owner” appears as the name associated with access to the list.

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Remove Patient List Properties

Below is a summary of the ways that Remove-type edits affect the selected patient lists. Examples of Replace edits may include removing a visit type (or types) that is used in the patient lists, or removing all instances of a Filter Criteria such as a Location or Status.

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Overview Tab

The text below describes how edits made on the Overview tab affect the selected patient lists.
  • Favorite for Others- If the star is set to unfavorite (gray), Patient Lists being edited will be unfavorited for any users/dept/facilities selected in the wizard.

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Time Criteria Tab

The text below describes how edits made on the Time Criteria tab affect the selected patient lists.
  • Visit Types- A visit type that is selected in the wizard is deselected and removed from the patient lists.

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Filters Tab

The text below describes how edits made on the Filters tab affect the selected patient lists.
  • Filter Criteria- A filter criteria that is selected in the wizard is deselected and removed from the patient lists. All occurrences of a filter are removed, so if a selected patient list has more than one Location or sub-location selected, for example, all locations are removed. A filter that is selected in a patient list but not selected in the wizard remains in the patient list.

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Display Tab

The text below describes how edits made on the Display tab affect the selected patient lists.
  • Template (display grid)- Fields added to any cell in the display grid in the wizard are removed from the selected patient lists, regardless of their position in the grid. If the field being removed is not included in a patient list being edited, the display grid is not changed.
  • Sort Criteria- The Primary Sort value is not available to be removed. The Secondary Sort value selected in the wizard is removed from the patient lists.

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Permissions Tab

The text below describes how edits made on the Permissions tab affect the selected patient lists.
  • View, Manage, or Add/Remove permissions- If “Specific users/departments/facilities…” was previously selected, all selections made in the wizard are removed from the patient lists. If “All” or “No Other Users” is selected in the patient lists, no updates are made.

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Summary Tab

The Summary tab displays only the edits that were made in the wizard including the settings that were selected. If any of the patient list permissions were changed to “No Other Users” then the text “List Owner” appears as the name associated with access to the list.

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Editing Multiple Patient Lists Simultaneously

Users with level 0, 1 and 2 access can change the properties for multiple patient lists at one time using the Bulk Edit Patient List wizard. This option is available from the Search for patient list(s) window. To edit multiple patient lists:
  1. Select the Patient List tab and then select the Actions drop-down above the Patient List area on the left of the screen.
  2. Select Find a Patient List from the Actions drop-down list. The Search for Patient list(s) window displays.
  3. 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, and then click Search .
    • Enter either the name of the patient list, current user’s alias name, owner name, or information in either the Description or Search field.
    The search results are displayed below the search criteria. You will see the Name (with the number of search results displayed next to it), Owner, Description, and Actions columns available for each patient list. Optionally, you can change the display of columns as needed.
  4. Click to select each patient list you wish to edit or click the Select All checkbox at the top of the window to select all of the search results. To deselect all of the selected patients lists, click the Select None checkbox. The Bulk Edit Lists button becomes available at the bottom of the screen. If you do not have rights to bulk edit patient lists, the button is not displayed.
  5. Click the Bulk Edit Lists button at the bottom of the window. The Bulk Patient List Edit window is displayed with three options (details of the edits available for each edit type are available in the sections referenced below):
    • Add or Update Patient List properties- these edits generally add new settings or update existing settings while keeping the previous settings intact.
    • Replace Patient List properties- these edits replace previous settings in the patient lists with the settings specified in the Bulk Edit wizard.
    • Remove Patient List properties- these edits remove previous settings in the patient lists based on what is selected in the Bulk Edit wizard.
  6. Select the type of edit you want to make and then click Continue. To navigate in the wizard, click a tab at the top of the wizard or click the Next button at the bottom of the wizard to navigate to the next tab.
  7. Perform the edits you want to make to the selected patient lists. When you have made all of the changes needed, click the Save button. A confirmation window is displayed showing a summary of the patient lists to be edited. Each patient list is selected by default, but you can deselect the checkbox in the first column for any patient list you do not want to update and the edits will not be applied. You can click the Patient List Details icon to display the Patient List Criteria window for a patient list to review the patient list’s current configuration. The Properties window for the selected patient list displays all the current properties prior to incorporating changes you have made.
  8. If you want to make additional changes, click the No, take me back button. You can click a tab or click Back to navigate through the tabs. Return to Step 7 to complete your edits. If you want to proceed with the changes, click the Yes, edit the selected lists button at the bottom of the window. A progress bar indicates the status of the edits to each patient list and a message appears when the edits are complete. A green checkmark appears next to each patient list that has been updated successfully. If a patient list was not updated successfully, see Patient List Not Updated During Bulk Edit for information on analyzing the cause. After patient lists have been updated, you can view the properties of any list to verify edits you have made. You can also edit a patient list individually in the event that a patient list is not edited through bulk edit.
  9. Click OK and then click Close to exit the Search for Patient List(s) window and return to your Patient List tab.
Settings that control this feature:

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Patient List Not Updated During Bulk Edit

If a patient list is not updated successfully, the following message is displayed: “The following N patient lists were not updated. Click here to copy this list of patient lists to the clipboard.” The actual number of patient lists that were not updated replaces “N.”
Some edits may not be applicable to one or some of the patient lists being updated. For example, edits to Add/Remove permissions do not apply to View-type lists. In this case, the patient list is still updated but without the inapplicable edits.
If a patient list fails to update you should perform the following steps to investigate the cause and attempt to remedy the error:
  • Copy the details of the patient lists that did not update so you can create a record and track the patient lists that need to be addressed. In the error message text, click the Click here link to copy the details for all patient lists that failed to update. Then, paste the text into a text editor (such as Notepad). The patient list details are presented in the following format:
Patient List N (Patient List N Owner) - Patient List N ID
  • Review the Error Text column in the list of patient lists being updated for any details describing the error that occurred. If a cause cannot be detected, the following text is displayed: “Unknown Error.”
  • Edit the patient list individually. Click Edit to open the Edit Patient List window. When editing an individual patient list this way, you can see the patient list’s settings and edit them as needed.

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Deleting a Patient List

You can delete any type of patient list (List, View, Assignment) if you are either the list owner or have Manage rights to the patient list. There are two ways to delete a patient list:
  • If the patient list you want to delete is in your favorites list and available in your Patient List drop-down, you can select the patient list and delete it selecting Edit. For details on deleting a patient lists using this method, see Deleting a Favorited Patient List.
    If you delete a patient list using this method, you are not notified of any views it is associated with; the patient list is deleted and removed from any views where it is included.
  • If the patient list you want to delete is not in your favorites list, or you want to delete multiple patient lists at one time, you can search for the patient list(s) you want to delete and then delete it by selecting the one(s) you want. For details on deleting a patient lists using this method, see Deleting Unfavorited or Multiple Patient Lists.
CAUTION: Deleting a patient list is permanent and cannot be undone.

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Deleting a Favorited Patient List

  1. On the Patient List tab, select the patient list you want to delete from the Patient List drop-down.
  2. Select the Actions drop-down, and then select Edit. The Edit patient list dialog is displayed.
  3. When you are certain of deleting the list, click the Delete button. You are returned to the Patient List tab with no patient list selected.

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Deleting Unfavorited or Multiple Patient Lists

  1. Select the Actions menu drop-down and then Find a Patient List.
  2. Find the patient list(s) you wish to delete (see Finding a Patient List).
  3. From the Search for patient list(s) window, select the patient list(s) to delete. The Delete Patient List(s) button in the lower-right corner of the window becomes enabled.
  4. Click the Delete Patient List(s) button.
  5. The Delete patient list dialog displays for confirmation. When you are certain of deleting the correct list, click the Delete button to delete the patient list(s). You are returned to the Search for Patient list(s) window. Deletion of the patient list is complete.
    • If your patient list is used as a source list for a View, the Delete patient list window displays with a message that it is associated with the View(s) and will display the name(s) of the associated View(s), the list(s) Owner, and the Details icon that allows you to view the properties of the View if needed (must have view or manage rights). Click the Details icon of the View(s) if you wish to review the properties of the View. If you wish to continue with the deletion of the patient list, click the Remove and Delete button to remove the patient list from the associated Views and then delete it.
    You are returned to the Patient List tab where no patient list is selected or to the Search from Patient list(s) window. Deletion of the patient list is complete.
If you decide not to delete a patient list, click the Cancel button to return to the previous window.
If you did not have Manage permissions for one or more of the selected list(s), an informational pop-up displays with a single OK button after choosing to proceed with deleting the lists.
”The following patient lists were not deleted because you do not have permission to edit them:“
The message is followed by the patient lists in alphabetical order by list name, in the format: “List Name (owner)”.
  1. Alternatively, you can select the Edit function to launch the Edit Patient List wizard as follows:
    • From the Patient List tab, select the Actions menu drop-down and then Edit.
    • From the Search for Patient list(s) window, click Edit next to the patient list you wish to delete.
The Edit Patient List wizard displays for the selected patient list.
  1. Click the Delete Patient List button in the lower left corner of the Edit patient list wizard.
    • If your patient list is not used as a source list for any View, the Delete patient list dialog displays for confirmation. Click the Delete button to delete the patient list.
    You are returned to the Patient List tab where no patient list is selected or to the Search from Patient list(s) window. Deletion of the patient list is complete.
    • If your patient list is used as a source list for a View, the Delete patient list window displays with a message that it is associated with the View(s) and will display the name(s) of the associated View(s), the list(s) Owner, and the Details icon that allows you to view the properties of the View if needed (must have view or manage rights). Click the Details icon of the View(s) if you wish to review the properties of the View. If you wish to continue with the deletion of the patient list, click the Remove and Delete button to remove the patient list from the associated Views and then delete it.
    You are returned to the Patient List tab where no patient list is selected or to the Search from Patient list(s) window. Deletion of the patient list is complete.
If you decide not to delete the patient list, click the Cancel button to return to the Edit Patient List wizard.