Use the Patient Selection List

The patient selection list serves as a list of patients you can quickly access to save time and avoid repeatedly searching for patients.

Note: Depending on your role and institution, your selection list may pre-populate each day with patients that have scheduled appointments.

To use the patient selection list:

  1. Open the Patients module and search for a patient.
  2. Complete any of the following:
    1. From the search results, complete any of the following:
      • Right-click the patient and click Select.
      • Double-click the patient.

      Note: If an overnight process is set up, the patient remains in the selection list until the overnight process clears it or you can clear it manually.

    2. (Optional) To lock the patient in the selection list and prevent overnight removal, select the checkbox next to the patient.

      3. Note: This checkbox differs from the checkbox in the search results that indicates if this is a patient.

    1. If the patient’s checkbox is selected, deselect the checkbox.
    2. Right-click the patient and select Deselect.

      3. The patient disappears from the selection list.

      Tip: To remove multiple patients at once, deselect all necessary patient checkboxes, right-click, and select Deselect All.

    Depending on your role, you may need to view or work from another user’s selection list.

    1. From the selection list, right-click and select User List to display the Select User List window.

    2. Select a name from the list and click Select.

      3. Your selection list is replaced with the other user’s list.

    3. To return to your view, repeat the steps and select your name from the list.