Set Up Included or Excluded Patients' List at Practice Level

System Administrator Help

Set Up Patient Sharing for User Level

You can set up a list of included or excluded patients at the user level: Access the System Administrator application. Select the user that you want to set up the list of patients for. Under Inclusion/Exclusion List on the General tab, make sure the appropriate check box is selected. To set up an Inclusion List, select the Inclusion check box. To set up an Exclusion List, select the Exclusion check box. Note: Clearing the Inclusion or Exclusion check box deletes the existing list of that type. Select the Modify button. The Modify Inclusion/Exclusion List window appears. Note: If both the Inclusion and Exclusion check boxes are selected, then both the Include and Exclude buttons are enabled. 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 t

System Administrator Help

Delete Patients from User Inclusion/Exclusion Lists at 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 that you want to modify the list of patients for. Select the Modify button. The Modify Inclusion/Exclusion List window lists the selected patients. The icon appears next to the excluded patients. In the Patient Name list, select the patients that you want to delete from the list. If you select the CTRL key while you select, you can select multiple patients. Select Delete. Select Close. Select Update to save your changes. Note: The System Administrator application does not warn you if you exit without saving. Parent topic: Patient Sharing

System Administrator Help

Delete Inclusion/Exclusion Lists at the User Level

Select the user whose list you want to delete patients from. Under Inclusion/Exclusion List on the General tab, a check mark appears in the Inclusion or Exclusion check box to indicate the lists set up for the user. Do one of the following: On the General tab, clear the Inclusion check box to delete the Inclusion List. Clear the Exclusion check box to delete the Exclusion List. A warning message stating that all existing patients will be deleted from the list appears. Select Yes to delete the current list. Select Update to save your changes. Note: The System Administrator application does not warn you if you exit without saving. Parent topic: Patient Sharing

System Administrator Help

Delete Patients from Inclusion/Exclusion Lists at the User Level

Select the user whose list you want to delete patients from. Under Inclusion/Exclusion List on the General tab, a check mark appears in the Inclusion or Exclusion check box to indicate which lists are set up for the user. Select Modify. The Modify Inclusion/Exclusion List window displays all the patients in the user's lists. Note: If both the Inclusion and Exclusion check boxes are selected, then both the Include and Exclude buttons are enabled. In the Patient Name list, select the patient that you want to delete from the list. If you select CTRL while you select, you can select multiple patients. Select Delete. Note: If you delete all patients from a user's Inclusion or Exclusion List, the list is deleted. Select Close to return to the General tab. Select Update to save your changes. Note: The System Administrator application does not warn you if you exit without saving. Parent topic: Patient Sharing

System Administrator Help

Share Inclusion Lists

You can make a user's Inclusion List available to other users by sharing the list. You cannot share Exclusion Lists. Do one of the following: Select a practice, and then select a user from Users with Include List. Select a user who has an Inclusion List set up. Note: The user must have an Inclusion List to participate in sharing. Do one of the following: If you selected a practice, select Share. If you selected a user, select Share under Inclusion/Exclusion List on the General tab. The Share Inclusion List window appears. Select Add. The Select Users window appears. Select users, Security Groups, or Workgroups to share the Inclusion/Exclusion List. In the Users list: Select the users to add. Select the Security Groups or Workgroups option, then select a group. Select the Add button. The selected names appear in the Selected Users list. Note: To remove names from sharing, select the names in the Selected Users list, and then select Remove. When multiple users share an Inclusion List and

System Administrator Help

Patient Sharing

The patient sharing feature enables you to set up specific lists of patients that a user can or cannot view while working with the system. As the default, all users can view all of the available patients. Therefore, you must manually set up patient sharing for each user. The two levels of patient sharing setup are the: User Level – enables you to set up, modify or share an Inclusion and Exclusion List Practice Level – enables you to modify or share an Inclusion and Exclusion List Note: To modify or share an Inclusion/Exclusion List at the practice level, the user must already have the applicable kind of list set up through the General tab of the User pane. There are three options available for patient sharing: Neither – enables users to see all of the available patients Include – enables users to see ONLY the pre-defined list of patients Exclude – prevents users from seeing the patients included in the pre-defined list of patients Set Up Patient Sharing for User Level In System Adminis

Set Up Included or Excluded Patients' List at Practice Level

Before you begin

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