NextGen Knowledge Center

Update Patient Information to My Lists

You can add one or more patients to an existing My Lists.

  1. In NextGen Care® Population Management Hub, do one of the following:
    • From the Cohorts tab, run a report.
    • From the My Lists tab, run a list.
    • From the Appointment Book tab, filter the patients.
    The patient list appears in the patient grid.
  2. In the patient grid, select the check box next to the patient's name.
  3. From Export, select My List.
    The Save as My List window opens.
  4. Select Update Saved List.

  5. From Name, select the required existing My List name.
  6. Select Merge to include all patients from both lists or select Override to replace all patients in the existing list.
  7. From Share with Workgroups, select one or more work groups.
  8. Select OK.

    The selected patients are added to the existing list in My Lists.