Viewing Or Switching Patient Lists

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Selecting a Patient List

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Commure Pro allows you to keep a Patient List drop-down of favorite patient lists (List, View, or Assignment) for easy selection. Favorite patient lists are lists that you need access to for frequent use. You can favorite any patient list that you own (all patient lists you create are favorited by default) or have manage rights to by enabling the Favorite icon in the Overview tab when you edit or create a patient list. You can also favorite patient lists that you have view permissions to by finding it, and then enabling the Favorite icon. Once you favorite a patient list, it is automatically added to your Patient List drop-down. Disabling the Favorite icon for a patient list will remove it from your Patient List drop-down.

To select a patient list:

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 (List, View, Assignment) will display.
   If you see None Chosen for the Patient List drop-down, this means you do not have a patient list available to choose. You need to either create a new patient list or find and favorite a shared patient list to add a patient list to your drop-down.
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.

To switch to another patient list, repeat these steps.

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Refreshing a Patient List

Throughout the day, new patients may be added or removed from your selected patient list. For example, other providers might send some of their patients to you, or appointments could be added or cancelled. If you had left the Patient List tab displayed on your desktop for an extended period of time, you would not see that new information unless you clicked Refresh. This button retrieves the most current patient list information from the database, and re-displays it on your screen.

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Sorting Patients in a Selected Patient List

When the patient list is first loaded, it is sorted based on the default sort order defined in the Display section of the patient list criteria. After that, the display is sorted by how it appeared the last time this tab was accessed. You can change the patient list sort order at any time to sort By Patient Name, By Location, or By List-Defined Order: Click the Actions drop-down above your Patient List (also available in the Sign-Out Summary tab and the Patient Charge Status tab under the Manage drop-down), and then select one of the following Sort options.

• By Patient Name: Sorts A-Z by last name. To reverse the sort, select By Patient Name again from the drop-down list to toggle between sorting the patient list in ascending or descending order.
• By Location: Sorts A-Z by location, in this order facility, then unit, then room, then bed. To reverse the sort, select By Location again from the drop-down list to toggle between sorting the patient list by location in ascending or descending order.

When sorting By 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.

• By List-Defined Order: Sorts by the default sort order defined for the patient list. A primary and a secondary sort can be specified. For example, primary sort by admit date and secondary sort by location. To reverse the sort, select By List-Defined Order again from the drop-down list. To display a tooltip showing you the primary and secondary sort order defined for this patient list, move the cursor over this option (sorted by <primary sort field>, <primary sort order>, then <secondary sort field>,<secondary sort order>):

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Finding a Patient List

You have the ability to find patient lists that you created (useful if any were not favorited) and patient lists that are shared with you (list owners gave you view permission to their patient list). The ability to find a patient list is based on the permissions given to you for a patient list (view, manage, add/remove) and the following settings:

• The Restrict Patient List and Relationship Lookup To setting determines which patient lists you can find and view.
• The Override Patient List View and Manage Permissions setting (for Level 0/1/2 users only) determines which patient lists you can find and view based on only the Restrict Patient List and Relationship Lookup To setting or a combination of Restrict Patient List and Relationship Lookup To setting and the manage and view settings of a patient list.

Once you find a patient list, you can choose to favorite the patient list if you wish to add it to your Patient List drop-down, edit a patient list’s criteria if you have manage permission, copy a patient list, view the patient list’s criteria, or view the patient visits on the patient list. To find a patient list:

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 combination 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. You can display results for just this Department by clicking Search on the right side of the window, or you can further refine the results by adding an Owner and/or Search term.
• Enter the list owner’s name in the Owner text box to display patient lists where the defined user is the owner. As you type, it will automatically select the desired user from the search list unless there are multiple selections available. If there are multiple selections displayed, select the correct owner. You can display results for just this owner by clicking Search on the right side of the window, or you can further refine the results by adding a Department and/or Search term.
• Enter descriptive text about the list(s) you want to find in the Search text box to display patient lists based on the following patient list properties: Name of the patient list, current user’s alias name, or information in either the Description or Views to Include field. As you type, lists matching your search criteria begin to display after you type four characters.

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. Find the patient list(s) you wish to either favorite, edit, copy, view patient list criteria, or view the patient visits.
5. Select one or more of the following Actions for each patient list:
   • Click Favorite to change the Favorite status of a patient list for yourself or for other users.
   • Click Edit to launch the Edit patient list wizard and make criteria changes to the patient list (must have Manage permission for the patient list).
   • Click Copy to launch the Create new patient list wizard with all the criteria of the patient list you wish to copy. You should rename the patient list, favorite the patient list, and make any other changes if needed and then click the Create My List to create the patient list with you as the list owner.
     You can also copy a patient list from the Actions > Show Properties > Patient List Criteria window.
   • Click the Delete Patient List(s) button to delete one or more patient lists.
   • Click Patient List Details to display the Patient List Criteria window for the patient list. The Properties window for the selected patient list displays all the properties grouped by each properties tab as follows:

Click Close to return to the search list.

• Click Patients to preview all the patient visits for that patient list including a total count of the patient visits. Click OK to close the Patient List view and return to the search list.

6. Click Close to exit the Search for Patient List(s) window and return to your Patient List tab.

Settings that control this feature:

• Admin - User - Patient List - Restrict Patient List and Relationship Lookup To
• Admin - User - Patient List - Override Patient List View and Manage Permissions

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Finding and Changing the Favorite Status of Patient Lists

To access a patient list from the Patient List tab, you must have the patient list favorited for your use. When you create a patient list, it is automatically favorited and will appear in your Patient List drop-down. However, you may need to find and favorite shared patient lists so you can use them. Additionally, you may wish to remove (unfavorite) a patient list from your Patient List drop-down. You can find and change the Favorite status of patient lists from the Actions menu. Depending on your privileges, you can either:

• Find and favorite patient lists for yourself (see Finding and Favoriting Patient Lists for Yourself) or
• Find and change the Favorite status of patient lists for other users (see Finding and Changing the Favorite Status of Patient Lists for Other Users)/

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Finding and Favoriting Patient Lists for Yourself

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 combination of the following search criteria in the Search for patient list(s) window:
   • Department
   • Owner
   • Search terms

For more information on using these search criteria options, see the descriptions in Step 3. The search results are displayed below the search criteria.

4. Find the patient list(s) you wish to favorite, and then click the Favorite icon next to the patient list to enable the Favorite icon (will add the patient list to your Patient List drop-down).

The Edit Favorite window displays with a blank Alias name.

5. (Optional) Enter an Alias name if you do not wish the Name of the patient list to appear in your list of favorites. The Alias name is what will display in your Patient List drop-down instead of the Name. For example, if you want to favorite Dr. Turner’s My Patients list, you could enter an Alias name of Dr. Turner’s patients.
   If the Alias name is left blank, the current patient list name will be displayed in your Patient List drop-down instead of an Alias name.
6. Select a reason for favoriting the patient list from the Reason for Favoriting drop-down if displayed.
7. Click Save to Favorite the patient list with the Alias name.

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Finding and Changing the Favorite Status of Patient Lists for Other Users

For administrators (Level 0, 1, or 2) with the ability to Favorite patient lists for other users (includes ability to favorite for an entire department or facility of users), you can find and then favorite or unfavorite a patient list for other users. To find and favorite (or unfavorite) for other users, complete the following steps:

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 combination of the following search criteria in the Search for patient list(s) window:
   • Department
   • Owner
   • Search terms

For more information on using these search criteria options, see the descriptions in Step 3. The search results are displayed below the search criteria.

4. Find the patient list(s) you wish to favorite, and then click the Favorite icon next to the patient list to either enable the Favorite icon which will add the patient list to a user’s Patient List drop-down or disable the Favorite icon which will remove the patient list from a user’s Patient List drop-down.

The Edit Favorite window displays.

• If the list you selected was previously favorited for you, the Edit Favorite window displays with the Favorite icon disabled and the Change Favorite Status for has Me checked (default).
• If the list you selected was not previously favorited for you, the Edit Favorite window displays with the Favorite icon enabled and the Change Favorite Status for has Me checked (default).

5. Uncheck Me in the Change Favorite Status for setting if you do not want to change the favorite status of the patient list for yourself.
6. Make sure the Favorite icon correctly reflects what you wish to do. If unfavoriting a patient list, it should be disabled and if favoriting should be enabled . If the icon does not reflect the correct favorite status, click it to change it.
   If you enable the Favorite icon in the Edit Favorite window, you may need to scroll down to see the Change Favorite Status for setting.
7. Check Specific users/departments/facilities.. in the Change Favorite Status for section of the Edit Favorite window if you want to change the favorite status for other users including entire departments or facilities of users, and then search and select the individual users, departments, and/or facilities.
8. (Optional) Enter the Alias name for lists you are favoriting if you do not wish the Name of the patient list to appear in the list of favorites. The Alias name is what will display in a user’s Patient List drop-down. You can change this name to something more descriptive and meaningful by entering an alias name into the Alias text box. If the Alias name is left blank, the current patient list name will be displayed in a user’s Patient List drop-down instead of an Alias name.
9. Select a reason for favoriting the patient list from the Reason for Favoriting drop-down if displayed.
10. Click Save to make the favorite status change to the patient list for each user (individual users, entire departments of users and/or entire facilities of users) along with any Alias name change.

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Changing the Display of the Patient List Search Results

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Anytime you execute a search for patient lists, the search results display in a table with the columns Name, Owner, Description, and Actions. You can add or remove columns of information as needed to help you find a particular patient list.

To change the table column format:

1. Click the Change columns button to display the patient list of available columns.
2. Check (add) or uncheck (remove) the following columns:
   • Alias (any alias name assigned to the patient list by the user)
   • Type (List, View, assignment, or assignment sublist)
   • Owner (first name and last name)
   • Managers (who has manage permissions)
   • Description (any entered description text)
   • Included in Views (what Views are using the List/View)

3. Click anywhere in the Search for Patient List(s) window to close the Change Columns list.

You can also execute an alpha/numeric sort of the search results by any column:

1. Click the column heading to sort the search results by that column information.
2. Click the column heading again to reverse the sort.

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Adding the Current Patient List to Other User’s List of Favorites

There may be times when you want to add one of your patient lists to another user’s favorites list. You can do this with just a few clicks from the Actions menu. This option is available for users with the Can Favorite for Others setting enabled. If you need to find a different Patient List to mark as a favorite for another user, and it is not available from your list of favorites, see Finding and Changing the Favorite Status of Patient Lists for Other Users. To favorite your current patient list for other users, follow these steps:

1. On the Patient List tab, select the patient list you want to favorite for others from the Patient List drop-down.
2. Select the Actions drop-down, and then select Favorite for Other Users.

The Edit Favorite window displays. Since you are marking a patient list as a favorite for other users that is currently one of your favorited lists, the Favorite icon is enabled and Me is checked under Change Favorite Status for.

3. Under the Change Favorite Status for section, uncheck Me and check Specific users/departments/facilities…, and then search and select the individual users, departments, and/or facilities for which you want to favorite the current patient list.
   If Me is selected under Change Favorite Status for, then the Alias or Reason for Favoriting that may be entered will also apply to the patient list for the user who is performing these steps to favorite for other users. This means that the original name of the patient list in the current user’s Patient List drop-down will be updated to the newly added Alias. To add an Alias without affecting the current user’s patient list name, uncheck Me from Change Favorite Status for.
4. (Optional) Enter the Alias name for the list you are favoriting if you do not wish the Name of the patient list to appear in the list of favorites. The Alias name is what will display in a user’s Patient List drop-down. You can change this name to something more descriptive and meaningful by entering an alias name into the Alias text box. If the Alias name is left blank, the current patient list name will be displayed in a user’s Patient List drop-down instead of an Alias name.
5. Select a reason for favoriting the patient list from the Reason for Favoriting drop-down if displayed.
6. Click Save to make the favorite status change to the patient list for each user (individual users, entire departments of users and/or entire facilities of users) along with any Alias name change.

Settings that control this feature:

• Admin - User - Patient List - Can Favorite for Others

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Removing a Patient List from Your Patient List of Favorites

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Your Patient List drop-down contains any type of patient list that you have view rights to and you chose to favorite. Patient lists are added and removed from your Patient List drop-down by using the Favorite icon to add a patient list (favorite) or remove a patient list (unfavorite). If a patient list is not favorited by a user, the patient list will not appear on that user’s Patient List drop-down.

You can remove a patient list from your Patient List drop-down using the Actions menu in the Patient List tab 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 that you wish to remove from the drop-down list. The Patient List area will update with the contents of the selected patient list.
3. Select the Actions drop-down next to the Patient List drop-down, and then select Unfavorite.

A confirmation dialog displays asking if you want to unfavorite the patient list.

4. If you want to keep the patient list as a favorite, click No. Otherwise, click Yes to confirm you want to unfavorite.

The patient list is removed from your Patient List drop-down which now displays Select a List. The contents of the patient list that you unfavorited is cleared from the Patient List area. You can also unfavorite a patient list using the Find a Patient List functionality from the Actions menu or using the Edit functionality from the Actions menu.

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Comparing a Patient to the Properties of a Selected Patient List

Description: If you do not understand why a patient visit is on your patient list, you can compare the patient visit to your patient list properties. Depending on the type of patient list (List, View, or Assignment), you may see some or all the following patient list properties:

• Patient and Visit Details - shows the patient status relative to the list, and details about the visit.
• List Details - displays the name, type (List, View, or Assignment), and owner of patient list.
• Time-Based Criteria - displays if the patient visit meets any of the time-based visit types properties.
• Filter Criteria - displays any filter criteria that patient visit meets unless the visit fails to meet the Time-Based Criteria.
• Link to see the complete properties of a patient list.
• For Views only, if a View is composed of only Lists, these Lists display in a column next to the patient list properties.

To find out why a patient is on a patient list:

1. Select the patient from your patient list.
2. Select Why Patient Is On This List from the Actions drop-down next to the Patient List drop-down.

The Compare patient to list window displays with patient demographic data as patient name, age, sex, MRN, and shows what properties the patient visit meets (green check ) or does not meet (red X ). Additionally, the following visit data displays: Visit #, Visit Type, Admit/Appointment Date, Discharge Date, Location, Medical Service, Physicians (with relationships). The patient must have a patient visit that meets one of the Time-based criteria and then the Filter criteria (if any) of the patient list or of one of the patient lists in a View. The visit must belong to a facility to which you have access rights (you do not see visits to facilities that you do not have access rights to). You may see a patient visit that does not meet the patient list properties, if the visit was manually added. The Compare patient to list window includes messages to inform you if other visits do not display on the patient list, because they do not qualify to be on the list or that you do not have access to them. Manually adding or removing a patient creates a record that is visible in the Manually Added/Removed column. 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. Click Show Details to see the Time-Based Criteria and Filter Criteria displayed. Additionally, you can select the Show List Properties link to display all the criteria of the patient list.

3. Click OK to exit the Compare patient to list screen and return to your patient list.