Research Patient Lists

You can specify criteria to research the existing patient lists in your facility. A color code indicates whether the item in the results list is checked in and available for check out (pale yellow), checked out to you (white) or checked out to another user (gray).

  • To access the Patient List Management page, select Go To > Contract Modeling > Patient List Management.
  • Specify the selection criteria based on the patient list(s) you want to research.
  • Click Refresh View. The results appear.

The following table describes the selection criteria on the Patient List Management page.

Field

Description

Charges

Total charges in the list

Check Out Status

Option to filter results based on the patient list check out status

Check Out/Update Status

Date, time and user information of the last check out or update

Claims/ Accounts

Number of claims or accounts in the list

Created By

User I.D. of the user who created the model document

Creation Date

Date range in which the model document was created

Creation Status

Option to filter results based on the patient list creation status

Fac

Three-letter abbreviation for the facility

Location

Facility in which the model documents were created

Modified By

Complete or partial user I.D. of the user who last modified the patient list

Modified Date

Date range in which the patient list was last modified

Patient List Name

Name of the patient list. Clicking the link in the results list displays the Patient List View page

Sort

Criteria by which your research results are sorted and displayed

Status

Current status of the patient list