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 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.
- If you want to modify the list for another user in the same practice, select another user under User Name, then repeat the above steps. You can only select users that already have a list set up.
- Select the Close button 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.
