Create Contract or Product Based Patient List Criteria

Each patient list provides the ability to create criteria based on a specific contract profile or product, by facility.

  1. From the Criteria section of the Create/Editing Patient List page, click Add.
  2. Select Contract Or Product and click Apply.
  3. A new contract/product line is added to the Criteria section.

    4. Note: You cannot combine the Contract Profile and Product options in the same patient list. For example, you cannot select a contract profile for one facility and a product for another.

  4. Select one of the following options:
    • Contracts – Allows you to create a patient list by identifying accounts that use a specific contract.
    • Products – Allows you to create a patient list by identifying accounts that use a specific product.

    5. Note: You cannot combine the Contract and Product options in the same patient list. For example, you cannot select Contracts for one facility and Products for another.

  5. Select the facility for your contract/product criteria from the Facility list.
  6. Select the contract/product for your criteria from the Contract/Product list.
  7. Click Add. Your selection is added to the list of contract/product criteria.
    • By default, all plan IDs associated with a selected contract or profile are included in the criteria. To select specific plan IDs, click All in the Plans column and select the check box for each plan ID you want to include.
    • Selecting the Plan ID check box at the top of the Choose Plan IDs window selects all listed plan IDs.
    • Clearing the Plan ID check box at the top of the Choose Plan IDs window clears all listed plan IDs.
  8. To add an additional criteria, select the facility and contract/product and click Add.
  9. To remove a criteria, click Remove in the Remove column.