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

Updated on: 02/05/2023