To add patients using the search function:
1. If you haven't already, select My Patient List from the Desktop menu. If not already selected, click My.
2. To search for a patient using the search function, click to select the Lists button (to search for patients from your current lists) or the All button (to search for patients from the EMPI).
3. Type the patient’s name, MRN, or Social Security Number into the search field.
4. Click Search.
5. Select the desired patient by clicking the check box next to the name, and click Add to List. The Select Lists dialog box displays.
6. Click to select the button for My (to display your personal lists) or Practice (to display your practice’s lists).
7. Click to select the check box for the list to which you want to add the patient. Or to add the patient to all lists displayed, click the uppermost check box.
Note: If you’d like to create a new patient list from here, click the Add New List link. A new field displays for the new list and is automatically selected. Type the name of the list in that field.
8. When you are finished, click Ok. A confirmation message displays at the top of the screen.
To add patients from another list:
1. If you haven't already, select My Patient List from the Desktop menu. If not already selected, click My, or click Practice to display your practice's lists.
2. Click the name of the list you want. Patients in the list display on the right side of the screen.
3. Select the desired patient or patients by clicking the check box next to each name, and click Add to List. A popup box displays.
4. Click to select the button for My (to display your personal lists) or Practice (to display your practice’s lists).
5. Click to select the check box for the list to which you want to add the patient. Or to add the patient to all lists displayed, click the uppermost check box.
Note: If you’d like to create a new patient list from here, click the Add New List link. A new field displays for the new list and is automatically selected. Type the name of the list in that field.
6. When you are finished, click Ok. A confirmation message displays at the top of the screen.