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## Patient List Settings

The Patient List Settings screen allows you to specify the default Patient List behavior for the selected user. The settings that you configure for the user depend upon your PAT access level for the system. When you select Patient List from the Edit Settings menu, the Patient List Settings screen appears.

See also Expanded Discussion of Patient List Filtering for more information on how to use filters to control which patients are added to your short and long lists.

The Patient List Settings screen allows you to view and configure the following parameters:

- View Filters : This setting displays the list of stock filters created at a departmental level, as well as any personal filters available only to the selected user. View Filters are used on the handheld to filter the long and short lists of patients that have already been sent to the handheld device. Personal filters are easily identifiable by the underscore `_' that precedes their name. Click the Edit link to modify the hide/unhide settings for the stock filters, or to add a new personal filter.

- To set the hide/unhide properties for a stock filter, select the filter by clicking on it in the View Filters form and then click the Hide or UnHide button in the Quick Details box. Note that the button toggles between Hide and Unhide depending upon whether or not the Hidden column has been checked or unchecked, respectively, for the filter.
- To create a personal filter, click the New Filter button on the toolbar and the Create Personal View Filter screen appears.
  In the Quick Details box, enter a Filter Name , which will appear in the dropdown list on the handheld. Then, specify what information appears in the first column of the Patient List main view (also on the handheld) when this filter is applied by selecting it from the Main View Left Column Header pull-down list.
  In the Create Personal View Filter form, select a Filter Property and Property Value from the pull-down lists and click on the Add button at the end of the row to save the combination. Repeat this for each Filter Property / Property Value combination you wish to add to the filter criteria. Note that if you have more than one Filter Property and Property Value combination, the filter will return only those patients that meet all the criteria. For example, you could define a new filter.
  Click the Save button in the Quick Details box to save the personal filter. Once the personal filter is created, you can use the Edit button to change the properties of the filter and the Delete button to remove it.

- Long List Data Filters : This setting displays those filters for sorting the long list of patients that are available for selection by a profile, which can only select one Long List Data Filter. Long List Data Filters are used by the Mobilizer server to filter patients from the long list (of all active patients) before they are ever sent to the user's handheld device. Long List Data Filters are inclusive, therefore patient accounts that meet any of the specified criteria will match the filter. A profile may contain zero or exactly one long list filter. The resulting long list will contain all patients meeting the Long List Data Filter criteria as well as any patients filtered off of the short list by a Short List Data Filter. If the profile does not contain a long list filter, the long list will be obtained using organization security for the user, which could result in an exceedingly long list and should be used with caution. There may be stock long list filters, created at a departmental level or the backend system, as well as personal filters. Personal filters are easily identifiable by the underscore `_' that precedes their name.
  Click the Edit link to view the details of the stock filters and to edit them if that capability is supported, and to create personal filters.

- To create a personal filter that is available only to a profile for the selected user, click the New Filter button on the toolbar and the Create Long List Data Filter form appears.
  Click the Edit link for each field to bring up a screen where you can select the criteria by checking its box. Once you have selected the criteria, click the OK button and the Quick Details box will be updated to show what you selected. Note that the Create Long List Data Filter form always appears empty; the details are only displayed in the Quick Details box. For example, you could define a fairly specific Long List Data Filter by setting the values as follows:
  Click the Save button in the Quick Details box to create the personal filter.

Location(s) | 3N
Medical Service(s) | Neurology
Provider Group(s) | Neuro Team
Result | All patients in nursing unit 3N and all patients admitted to the Neurology Service and all patients being covered by the Neuro Team will be added to the user's long list.

- Short List Data Filters : This setting displays the Short List Data Filters that are available through a profile for the selected user. A profile can contain one or more Short List Data Filters. Short List Data Filters are used by the Mobilizer server to filter patients from a user's Patient List (or short list) before they are ever sent to the handheld device. This lets you create a profile that controls how much clinical data is sent to the handheld during a sync, and can significantly affect the amount of time for a sync for department users. Each Short List Data Filter is applied independently. If a patient has any accounts that meet the criteria of any one of the filters, they will be left on the short list. If a patient is filtered off the short list, they are added to the long list. There may be stock filters available, as well as personal filters only for the selected user. Personal filters are easily identifiable by the underscore `_' that precedes their name.
  Click the Edit link to view the details of the stock filters and to edit them, if that capability is supported, and to create personal filters.

- To create a personal filter that is available only to a profile for the selected user, click on the New Filter button on the toolbar and the Create Short List Data Filter form appears.
  Click on Edit link for each field to bring up a screen where you can select the criteria by checking its box. Once you have selected the criteria, click the OK button and the Quick Details box will be updated to show what you selected. Note that the Create Short List Data Filter form always appears empty; the details are only displayed in the Quick Details box. Click Save in the Quick Details box to create the new personal Short List Data Filter.

- Short List Data Populators : This setting displays any stock Short List Data Populators that are available through a profile for the selected user. Short List Data Populators are used by the Mobilizer server to determine which patients will appear on the user's Patient List (or short list) when they sync their handheld device. When the user syncs, patients meeting the criteria defined in any of the Short List Data Populators specified for the current profile will be added to the user's Patient List (if they aren't already there). Populators should be created with care, as they directly effect the number of patients that appear on a user's Patient List. There is a safeguard at the Institution level, where an administrator can specify the Maximum Number of Patients on the Short List when Populating in the Patient List settings for the Institution. If the Short List Data Populators cause the profile to exceed the maximum allowable patients, the populator will not be used, and the handheld user will receive an alert telling them the populator was not used. If a data populator is specified, those patients meeting the criteria for the Short List Data Filters, will automatically be downloaded to the handheld device. For those patients for which the user did not have an active relationship, a new relationship will be declared according to the default relationship specified in the Populator Relationship field in the current profile.
  Click the View button to see the details of the available stock Short List Data Populators.
- Rounding Order Lists : This setting displays the Rounding Order Lists that are available to a profile for the selected user. A Rounding Order List is a list of nursing stations, according to which the Patient List will be reordered. This lets you sort your Patient List in the order that you round locations. A personal Rounding Order List, which is only available for the selected user, is easily identifiable by the underscore `_' that precedes its name.
  Click the Edit link to view the details of stock Rounding Order Lists, or to add a new personal Rounding Order List.

- To view the properties for a stock list, select the Rounding Order List by clicking on it in the View Rounding Order Lists form and the details will appear in the Quick Details box.
- To create a personal rounding order list, click on the New List button on the toolbar. Enter a List Label in the Quick Details box. Then, select the nursing stations to include in the list by checking them in the hierarchical list displayed on Create Rounding List Order form.
  The nursing stations are added in a group to the list, so it is likely you will want to specify the exact order of the individual nursing stations. To do so, click the Sort button in the Quick Details box. Once the rounding list is in the desired order, click the Save button in the Quick Details box to create it.
  Once a personal list is created, you can subsequently use the Edit button to change its properties and the Delete button to remove it.

- Profiles : This setting displays the profiles, both stock profiles and personal profiles, available to the selected user. A profile is a single parameter that groups settings for Short List Data Filters , Short List Data Populators , Long List Data Filters , and Rounding Order Lists . This gives the user a quick means to switch between different sets of patients. This is particularly useful if the user splits their time between different facilities within an institution. On those days where they are in a particular facility, they only want to see data for patients within that facility. They can define a profile for each facility, and can simply select the appropriate profile and sync their handheld device, so that only those patients within that facility appear on their handheld. Click the Edit link to view the details of stock profiles or to create one or more personal profiles.

- To create a profile, click the New Profile button on the toolbar to bring up the Edit Profile form.
  Specify the settings for the fields as follows:

- Profile Name : Enter a name for the profile. This name will appear on the list of available profiles when selecting the Current Profile .
- Description : Enter a description for the profile that clearly indicates what patients it includes.
- Long List Data Filter : Choose the Long List Data Filter to be used by the profile.
- Short List Data Filters : Click the Edit link to choose one or more Short List Data Filters to be used by the profile.
- Populator Relationship : Choose the default relationship that will be assigned to patients that do not have a relationship with the user, but are added to the user's list as a result of the populator. If an active relationship already exists between the user and the patient, then no new relationship will be assigned.
- Short List Data Populators : Click the Edit link to choose one or more Short List Data Populators to be used by the profile.
- Rounding Order : Choose the Rounding Order that will be used by the profile to order the patients on the Patient List.
- Exclude Discharged Patients? : This setting determines whether or not discharged patients meeting the criteria outlined in the profile will be added to the Patient List. Set to Yes to include discharged patients; set to No to not include discharged patients in the Patient List.

- Current Profile : This setting specifies the profile currently being used for the selected user. Click the Edit link to choose a different profile or to preview the effects of available profiles. When you click the Edit link, the Change Current Profile dialog box appears. Select a profile from the pull-down list. Click the Preview button to view the effects of the selected profile, including the number of patients on the long list, those on the short list, and those to be added via short list data populators. Be careful when specifying a Current Profile as it directly affects the number of patients that appear on the user's Patient List and may dramatically affect the time required for syncing.
- Can Create Placeholder Patients : This setting determines whether or not the user can create Placeholder patients, that is, add a patient to their short list that has not been resolved with the backend list of active patients within the health care facility. Choose Yes to let the user create Placeholder patients and resolve them at a later time; choose No and prevent the user from creating Placeholder patients.
- Can Send Patients : This setting determines whether or not the user can send patients to another user (either by beaming them from the handheld device or using the Mobilizer server). Choose Yes to allow the user to share patients; choose No to disable patient sharing.
- Can Receive Patients : This setting determines whether or not the user can receive patients from other users (either from them beaming them to the user's handheld device or through the Mobilizer server). Choose Yes to let the user receive patients; choose No to disable the receipt of patients from other users.
- Default relationship for patients sent by other users : This setting specifies the default relationship that is assigned to patients received from other users. Select a relationship from the pull-down list to automatically assign that relationship; otherwise, select None and the user must manually assign a relationship for the patient.
- Hide Patient Long List : This setting effectively determines whether or not the user can add patients from the long list to their Patient List. Set to Yes to prevent the user from adding patients by not giving them access to the long list; set to No to give the user the ability to add patients.