Saving a Search as a System List - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

System lists allow you to retrieve a list of patients that satisfy specific criteria. For example, if your system is configured for Patient Search, you can create a system list composed of current inpatients.

For information about searching, see Search.

  1. Access either the Patient Search or Scheduled Patient Search screen.

    For information about these search methods, see the following topics:

  2. Enter the criteria for your search.
  3. Click the Search button if you want to execute your search before saving it.
    This step is optional.
  4. Click the Save as System List button.
  5. Enter a name for the list in the Create System List dialog box.
  6. To make the list available to all users with patient list privileges, select the Public check box.

    The Public check box is available only to users who have privileges to make patient lists public. If this option is not available, the list will be private and visible only to you. For more information, see Public Lists vs. Private Lists.

  7. Click Save. A confirmation message is displayed.
  8. To view your new list, click the Patient List button in the main toolbar. See Viewing Patient Lists.