Before you begin
Before you can modify an Inclusion or Exclusion list at the practice level, the user must already have the applicable kind of list set up. You cannot create a list at the practice level.
- Select the practice that you want to set up the list of patients for.
- Under Users, select the
to expand the Users with Exclude List or Users with Include List.
- Select the user in the appropriate list that you want to modify the list of patients for.
- Select the Modify button.
The
Modify Inclusion/Exclusion List window displays all the patients in the Inclusion and Exclusion Lists. The
icon appears next to excluded patients.
- Select the Include or Exclude button.
The
Add Patients to Inclusion/Exclusion List window appears.
- Enter any search criteria, and then select the Search button.
If you do not enter any search criteria and then select the Search button, a message warns you that the search might take longer and that the number of results will be limited to 2000 records. Select OK to continue the search.
The search results display.
- In the Patient column, select the check boxes of the patients you want to add to the list.
Note: If you want to add all the patients to the list, select the Select All check box.
- Select Add, and then select Close.
The
Modify Inclusion/Exclusion List window lists the selected patients. The
appears next to excluded patients.
- Select Close.
- Select Update to save your changes.
Note: The System Administrator application does not warn you if you exit without saving.
