Articles on: Patient Management

How do I add a patient to a list?

Patients can be added to a list in two places:

On the Patient tab of the Patient Summary
Via the Active Patient button

Patient Summary


On the Patient tab of the Patient Summary, click on Edit Details to open the record in the editable state:



Scroll to the Lists section, where you'll see the names of any lists you've defined in Settings -> More -> Lists:



Check the lists you'd like to add the patient to, then Save Changes:



You'll then see the details of any lists the patient is a member of on the Patient tab in its non-editable state:



Active Patient Button


The Active Patient dropdown menu will show any lists that the patient is a member of, along with shortcuts to add a patient to a list. 

If you only have one list set up,  you'll see a shortcut to add the patient directly to that list:



Click this link to add the patient to the waiting list and you'll then be taken to the list with the patient added:



If you have multiple lists set up, you'll see an Add to Lists shortcut:



Clicking on this link will open a page displaying all of the lists set up.  From here you'll see all of your lists and be able to choose what list you want to add the patient to:



If the patient is already a member of any lists, you'll have the option to remove them from this page too:

Updated on: 29/07/2022

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