Select an Existing Patient List

Depending on how you want to set up your model document, you can define a new patient list when you create each scenario, or select an existing patient list.

Use the Select Patient List(s) page to select a patient list. To define a new list, refer to Define a New Patient List.

Note: The model document must be currently checked out to you. Models checked out to you have a white background.

  1. Access the Select Patient List(s) page.
    • Select Go To > Contract Modeling > Model Document Management. The Model Document Management page opens.
    • Click the Add Model Document link at the top of the page. The Model Document Add page opens.
    • Click Select Patient List(s). The Select Patient List(s) dialog box opens.
  2. Select one or more patient lists in the Available Patient Lists pane.

Note: Use Ctrl + Click to select multiple lists.

  1. Click the down arrow in the middle of the page to move the highlighted list(s) into the Selected Patient Lists pane.
  2. To remove a selected patient list from the Selected Patient Lists pane, select it and click the up arrow in the middle of the page.

Note: You can also move selections between panes by double-clicking on them.

  1. Click Select to add the selected patient lists to the model document.
  2. Optionally, click Cancel to clear all your changes and close the dialog box.