View Patient and Resource Lists

View Patient/Resource Lists Windows

Resource>File>View Resource Lists, Patient>File>View Patient Lists

With the View Patients/Resource Lists window, you can view all the patient lists or resource lists available in the current Business Unit. Each list includes patients or resources that have been selected according to certain criteria such as patient class, resource type, status type, diagnosis, physician, and more.

For more information, see View Resource Lists Window and View Patient Lists.

The View Resource Lists window displays the following general information:

>	List Name – Displays name of the list.

>	Modify Time – Displays time when the list was last modified.

>	Manual – Indicates that data were added manually.

>	Description – Displays descriptive information about the list. This section is optional.

View Resource Lists Window

Resource>File>View Resource Lists

With the View Resource Lists window, you can view, add, edit, or delete list of resources that satisfy certain criteria in the current Business Unit. Each list includes resources that have been selected according to such criteria, for example, resource type, status type, physician, and more. You can preview all resources included in the selected list or you can add or remove resources manually, then regenerate the list.

This window allows you to create different lists for different purposes. For example, you can create a list of resources with certain qualifications or who serve a certain geographic area. Also, you can create a list of resources that donated a certain amount during the defined date range. You can create a wide range of lists based on your agency's needs by entering such criteria in the Select Resources for Lists, Mailings, etc Window.

Resources List Window

Resource>File>View Resource Lists>View the List

With the Resources List window, you can view all resources included in the selected list. You can add or remove resources manually, and then regenerate the list.

The generated list displays general information about the resource, such as ID, name, discipline, resource type, and team to which the resource belongs.

You can make modifications to the list of resources using the following buttons:

•	Add – Click this button to add a new resource to the list. The Select Resources window appears where you can select one or more resources to be added to the list.

•	Remove – Click this button to delete the selected resource from this list.

•	Regenerate – Click this button to re-create the list according to the current status of resources included in the list.

•	Move Up – Click this button to move the selected resource upper in the list.

•	Move Down – Click this button to move the selected resource lower in the list.

•	Select All – Click this button to select all resources on the list.

•	Clear All – Click this button to remove the selection.

Select Resources for Lists, Mailings, etc Window

Resource>File>View Resource Lists>View the List>Add Criteria, Edit Criteria

With the Select Resources for Lists, Mailings, etc window, you can specify the selection criteria to find the resources for a resource list. You can access this window by either clicking Edit Criteria in the Resource List window (if you want to make changes to an existing list) or by clicking Add Criteria in the Resource List window (if you want to add a new list).

You can also create and add resource lists through the Letters option of the Reports component.

This window contains the following tabs:

>	Select Resources for Lists, Mailings, etc Window – Basic Tab

>	Select Resources for Lists, Mailings, etc Window – Donation History Tab

>	Select Resources for Lists, Mailings, etc Window – Demographics and Qualifications Tab

>	Select Resources for Lists, Mailings, etc Window – Bereavement Tab

Select Resources for Lists, Mailings, etc Window – Basic Tab

Resource>File>View Resource Lists>View the List>Add Criteria, Edit Criteria

On the Basic tab of the Select Resources for Lists, Mailings, etc window, you can edit basic selection criteria that you use to determine the resources that appear in a resource list. On this tab, you can define resource types, status date range, resource's age ranges, zip and area codes, and so on.

Select Resources for Lists, Mailings, etc Window – Donation History Tab

Resource>File>View Resource Lists>View the List>Add Criteria, Edit Criteria

On the Donations History tab of the Select Resources for Lists, Mailings, etc window, you can edit selection criteria related to resources' donations made that appear in a resource list. On this tab, you can define donation codes, donations highest and lowest limits, date range, and select only resources belonging to certain teams.

Select Resources for Lists, Mailings, etc Window – Demographics and Qualifications Tab

Resource>File>View Resource Lists>View the List>Add Criteria, Edit Criteria

The Demographics and Qualifications tab of the Select Resources for Lists, Mailings, etc window allows you to edit demographics and qualifications selection criteria you use to determine the resources that appear in a resource list.

Select Resources for Lists, Mailings, etc Window – Bereavement Tab

Resource>File>View Resource Lists>View the List>Add Criteria, Edit Criteria

The Bereavement tab is visible in this window depending on the type of your agency. This tab appears for all agencies that has Hospice patients. The appropriate setting is controlled in the Agency Type field tab of Administration>Configuration>Business Units>Basic.

The Bereavement tab of the Select Resources for Lists, Mailings, etc window allows you to edit bereavement selection criteria you use to determine the resources that appear in a resource list.

Creating Resource List

1.	Open the Resource component.

2.	Go to File>View Resource Lists.

3.	Click Add Criteria.

The Select Resources for Lists, Mailings, etc. window appears.

4.	Complete the fields as appropriate to select the resources you want to include in the list.

5.

Click OK.

The View Resource Lists window opens with the new resource list included in the grid.

Editing Resource List

1.	Open the Resource component.

2.	Go to File>View Resource Lists.

3.	Click Edit Criteria.

The Select Resources for Lists, Mailings, etc. window opens.

4.	Complete the fields as appropriate to select the resources you want to include in the list.

5.

Click OK.

The View Resource Lists window opens.

6.	Click Regenerate.

Viewing Resources in the Resource List

1.	Open the Resource component.

2.	Go to File>View Resource Lists.

3.	Select the resource list you want to view.

4.	Click View the List.

The Resources List window opens.

5.

Click OK.

Deleting Resource List

1.	Open the Resource component.

2.	Go to File>View Resource Lists.

3.	Select the resource list you want to delete.

4.	Click Delete Criteria.

5.	Click Yes.

How to Add Individual Resources to Resource List Manually

1.	Open the Resource component.

2.	Go to File>View Resource Lists.

3.	Select the resource list you want to view.

4.	Click View the List.

The Resources List window opens.

5.	Click Add.

The Select Resources window opens.

6.	Complete the fields as appropriate to select the resources you want to add.

7.

Click OK.

The View Resource Lists window opens. The list you just changed now has a check mark in the Manual column indicating that this list is not automatically generated. If you regenerate the list, your changes are lost.

Deleting Individual Resources from Resource List Manually

1.	Open the Resource component.

2.	Go to File>View Resource Lists.

3.	Select the resource list you want to view.

4.	Click View the List.

The Resources List window opens.

5.	Select the resource you want to delete.

To select more than one resource, hold Ctrl as you select each resource.

6.	Click Remove.

The View Resource Lists window appears. The list you just changed now has a check mark in the Manual column, indicating that this list is not automatically generated. If you regenerate the list, your changes are lost.

View Patient Lists

Patient>File>View Patient Lists

With the View Patient Lists window, you can view, add, edit, or delete lists of patients that satisfy certain criteria in the current Business Unit. Each list includes patients that were selected according to such criteria (for example, name, team, patient class, admission date, orders recertification date, and so on). You can preview all patients included in the selected list, and add or remove patients form the list manually, and then regenerate the list.

You can create different lists for different purposes. For example, you can create a list of patients with diabetes, and then send them a letter announcing a new drug for the illness. If an insurance company changed a policy, you can create a list of all patients with that insurance and inform them.

You can also print the selected patient list. The resulting report's heading includes the selection name and from/through dates, for example "Home Health Patient List for 1/01/02 to 5/01/02".

Patient List Window

Patient>File>View Patient Lists>View the List

With the Patient List window, you can view all patients included in the selected list. You can add or remove patients manually, and then regenerate the list. You can view such patient information as ID, name, team, class, admission and discharge dates, date of birth, branch, city, and orders recertification date.

You can make modifications to the list of patients using the following buttons:

•	Add – To add a new resource to the list. The Select Patients window appears where you can select one or more patients to be added to the list.

•	Remove – To delete the selected patient from this list.

•	Regenerate – To re-create the list according to the current status of patients in the list.

•	Move Up, Move Down – To move the selected patient up or down in the list.

•	Select All, Clear All – To select or clear all patients on the list.

Select Patients for Lists, Mailings, etc Window

Patient>File>View Patient Lists>Edit Criteria, Add Criteria

With the Select Patients for Lists, Mailings, etc window, you can edit selection criteria for patients to appear in the list. You can access this window by clicking Edit Criteria in the Patient Listwindow (if you need to change an existing list) or by clicking Add Criteria (if you need to add a new list).

This window contains the following tabs:

>	Select Patients for Lists, Mailings, etc – Basic Tab

>	Select Patients for Lists, Mailings, etc – Status Tab

>	Select Patients for Lists, Mailings, etc – Pay Sources/Demographics Tab

>	Select Patients for Lists, Mailings, etc – Team/Diagnosis Tab

Select Patients for Lists, Mailings, etc – Basic Tab

Using this tab, enter the name of the list, date range for its generation, sorting sequence, and specify the group of patients (active, prospective, or both) that you want to include.

Select Patients for Lists, Mailings, etc – Status Tab

Use this tab to define patient classes, branches, acuity levels, and status codes for the patients you want to include in the list.

Select Patients for Lists, Mailings, etc – Pay Sources/Demographics Tab

Use this tab to define pay sources and demographic options for the patients that you want to include in the list.

Select Patients for Lists, Mailings, etc – Team/Diagnosis Tab

Use this tab to define team, marital status, diagnosis, and physician options for the patients that you want to include in the list:

>

Team

>	Marital Status

>

Sex

>

Low Age

>

High Age

>	Physicians

>

Diagnosis

>	Referral Sources

Creating Patient Lists

1.	Go to Patient>File>View Patient Lists.

2.	Click Add Criteria.

The Select Patients for Lists, Mailings, etc window opens.

3.	Complete the fields as appropriate to select the patients that you want to include in the list.

4.	Click OK to add the patient list.

The View Patient Lists window opens with the new patient list included in the grid.

Editing Patient Lists

1.	Go to Patient>File>View Patient Lists.

2.	Click Edit Criteria.

The Select Patients for Lists, Mailings, etc window opens.

3.	Complete the fields as appropriate to select the patients you want to include in the list.

4.

Click OK.

The View Patient Lists window opens.

5.	Click Regenerate to refresh the patient list.

Deleting Patient Lists

1.	Go to Patient>File>View Patient Lists.

2.	Select the patient list that you want to delete.

3.	Click Delete Criteria.

4.	Click Yes to remove the patient list.

Viewing Patients in Patient List

1.	Go to Patient>File>View Patient Lists.

2.	Select the patient list you want to view.

3.	Click View the List.

The Patient List window opens.

4.

Click OK.

Adding Individual Patients to Patient List Manually

1.	Go to Patient>File>View Patient Lists.

2.	Select the patient list you want to update.

3.	Click View the List.

The Patient List window opens.

4.	Click Add.

The Select Patients window opens.

5.	Complete the fields as appropriate to select the patients you want to add.

6.	Click OK to add the selected patients to the list.

The View Patient Lists window opens. The Manual column check boxes are selected for the manually added patients indicating that this list is not automatically generated. If you regenerate the list, your changes are lost.

Deleting Individual Patients from Patient List Manually

1.	Go to Patient>File>View Patient Lists.

2.	Select the patient list you want to update.

3.	Click View the List.

The Patient List window opens.

4.	Select the patient you want to delete. To select more than one patient, hold Ctrl as you select each patient.

5.	Click Remove to delete the selected patients.

The View Patient Lists window opens. The Manual column check boxes are selected for the updated list, indicating that this list is not automatically generated. If you regenerate the list, your changes are lost.