Share Inclusion Lists

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 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

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

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

Set Up Included or Excluded Patients' List at Practice Level

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 co

System Administrator User Guide

Share Inclusion or Exclusion Lists

Open System Administrator. Select a practice, and then select a user. In the General tab, under Inclusion/Exclusion List, select the Inclusion and Exclusion check boxes and then select Share.The Share Inclusion/Exclusion List window opens. Note: If the the Inclusion and Exclusion check box is not selected, then the respective user tab is disabled. To add an inclusion or exclusion list, select the respective User Inclusion or User Exclusion tab and then select Add.The Select Inclusion Users or Select Exclusion Users window opens depending on which user tab was selected. Select the user you want to share the inclusion or exclusion list with, and then select Add. Note: When you select a user that is not configured for inclusion or exclusion, then a confirmation message appears stating that the selected user does not have a configured inclusion or exclusion list and that the user must have an inclusion or exclusion list to participate in sharing. Select OK, and then close the Share Inclusi

Share Inclusion Lists

Recommendations

Delete Patients from User Inclusion/Exclusion Lists at Practice Level

Delete Patients from Inclusion/Exclusion Lists at the User Level

Delete Inclusion/Exclusion Lists at the User Level

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Set Up Included or Excluded Patients' List at Practice Level

Share Inclusion or Exclusion Lists

Delete Patients from User Inclusion/Exclusion Lists at Practice Level

Delete Patients from Inclusion/Exclusion Lists at the User Level

Delete Inclusion/Exclusion Lists at the User Level

Set Up Patient Sharing for User Level

Set Up Included or Excluded Patients' List at Practice Level

Share Inclusion or Exclusion Lists