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:
![](https://storage.crisp.chat/users/helpdesk/website/9f70b719edae0000/96ae6563-8fc5-4ddb-a24a-38b826_1qefmo.png)
Then choose which list you'd like to manage:
![](https://storage.crisp.chat/users/helpdesk/website/9a22c56577e3e800/27920503-a45d-4d9f-9241-402aee_17wlfxa.png)
The full list will then open and you'll see patient information populated in each column:
![](https://storage.crisp.chat/users/helpdesk/website/5d41b42b7cc48c00/3c70863c-f200-4a38-9d33-0a1327_tnegxc.png)
To manage an entry, click on the 3 dots in the final column and you'll see a menu of actions:
![](https://storage.crisp.chat/users/helpdesk/website/76f07d7464041000/0b895f4f-e3b6-482d-b0e4-df9bb7_1u55c68.png)
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.
To start, go to Main Menu -> Lists:
![](https://storage.crisp.chat/users/helpdesk/website/9f70b719edae0000/96ae6563-8fc5-4ddb-a24a-38b826_1qefmo.png)
Then choose which list you'd like to manage:
![](https://storage.crisp.chat/users/helpdesk/website/9a22c56577e3e800/27920503-a45d-4d9f-9241-402aee_17wlfxa.png)
The full list will then open and you'll see patient information populated in each column:
![](https://storage.crisp.chat/users/helpdesk/website/5d41b42b7cc48c00/3c70863c-f200-4a38-9d33-0a1327_tnegxc.png)
To manage an entry, click on the 3 dots in the final column and you'll see a menu of actions:
![](https://storage.crisp.chat/users/helpdesk/website/76f07d7464041000/0b895f4f-e3b6-482d-b0e4-df9bb7_1u55c68.png)
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
Thank you!