Editing a Patient List

To edit the name of a 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.

Note: If you are not the Practice Manager, you can only edit the name of a practice list that you’ve created.

2.   Click Add/Edit Lists. The Add/Edit popup box displays.

3.   Click the name of the list you’d like to edit, and edit the name as necessary.

4.   Click Ok (ALT+O) when you are finished.

To edit the list of patients:

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 wish to edit. Patients in the list display on the right side of the screen.

3.   From here, you can do the following:

• Add Patients to a List

• Move Patients to Another List

  a.   Select the desired patient or patients by clicking the check box next to each name, and click Move to List. A pop-up box displays.

  b.   Click to select the button for My (to display your personal lists) or Practice (to display your practice’s lists).

  c.   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.

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

• Remove Patients from the List

  Click the check box next to the desired patient, and click Remove from List. A confirmation message displays at the top of the screen.