<< Click to Display Table of Contents >> Navigation:  Tracking Board > Using Filters > Creating a Patient List

Users can create their own custom patient list on a tracking board. The patient list can then be accessed by selecting My Patients. A patient list can be created at the beginning of a shift and cleared at the end of the shift.

 

Tracking Board - My Patients Filter

 

 

To Create a Patient List

 

1.Select Department. The tracking board displays the patients registered in the departments associated with the tracking board.

 

Tracking Board - Department Filter

 

 

2.To add a patient to the patient list, select the plus sign in the first column on the tracking board. Repeat for each patient to be added to the list.

 

My Patients - Add Patient

 

 

3.Once the patient selection is complete, select My Patients to view the patient list.

 

Tracking Board - My Patients Filter

 

 

4.To remove a patient to the patient list, select the red minus sign in the first column on the tracking board.

 

My Patients - Remove Patient

 

 

To Add Patients from Other Departments

 

The Patient Search option can be used to add additional patients and patients from another department to a patient list.

 

1.To search for a patient, select Patient Search.

 

Tracking Board - Patient Search

 

 

2.On the Encounter Lookup screen, search for and select the patient. Then select OK.

 

Patient Search - Encounter Lookup

 

 

To Clear the Patient List

 

1.Select Clear My Patients.

 

Tracking Board - Clear My Patients