How do I manage my lists?

To help you manage your lists, and the patients on them, you have the ability to undertake several actions directly from an entry on a list.

To start, go to Main Menu -> Lists:



Then choose which list you'd like to manage:



The full list will then open and you'll see patient information populated in each column:



To manage an entry, click on the 3 dots in the final column and you'll see a menu of actions:



Remove from list - Will take the patient off the list
Patient Summary - Will take you to the Patient tab of the Patient Summary
Book Next Available - Will take you to the Find Next Available Appointment page
Send Direct Message - Will open up the Direct Message modal
Create Note - Will take you to the New Note page
Create Document - Will take you to your Document Gallery
Add Comment - Allows you to add a comment to the entry on the list
Reset Days - Resets the 'Days on List' counter to 0

You can also export the full list to either Excel or CSV.

Updated on: 02/05/2023