Adding a Scheduled Patient to a Patient List

1.   Select the desired patient or patients by clicking the check box next to each name. Or to select all patients, click the uppermost check box.

2.   Click Add to List.

3.   The Select Lists dialog box displays. Click to select the button for My (to display your personal lists) or Practice (to display your practice’s lists).

4.   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.

5.   When you are finished, click Ok. A confirmation message displays at the top of the screen.