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## Patient List Settings

The Patient List Settings screen allows administrators to define view filters for department users' long lists, as well as the short list filters and data populators, long list data filters, and rounding order lists for use within profiles that will be available to all current users in the department. The user can always choose to hide these stock utilities if they decide that they aren't useful to them by using the Patient List settings under the Prefs tab.

On your device, the Patient List main screen is a view of your short list. This is the list of patients with whom you have a relationship that also meet the criteria of your short list data filter if you have one. This short list is also the list of patients for whom you have clinical data updated on your handheld whenever you sync your device. You can add patients to your short list by using the Add Patient feature and selecting them from the long list. On your next sync, you will receive any clinical data available for the newly added patients.

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.

When you select Patient List from the Edit Settings menu, the Patient List Settings screen appears.

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

- Stock View Filters : This setting displays the stock View Filters that have been defined for the selected department. 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. The stock View Filters created here will be automatically available to all department users. The department users can hide those View Filters they do not find useful under the Prefs tab. Department users can also create their own personal View Filters.
  Click the Edit link to add a new stock View Filter, or to modify a stock View Filter.

- To add a new stock View Filter, click on the New Filter button on the toolbar and the Create Stock View Filter form appears.
  In the Quick Details box, give the filter a name, which will appear in the dropdown list on the handheld, and specify what information appears in the first column of the Patient List main view (also on the handheld) when this filter is applied.
  In the Create Stock 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 create the stock View Filter.
- To edit an existing stock View Filter, select it from the Stock View Filters form and click the Edit button in the Quick Details box. The Edit Stock View Filter form appears.
  In the Quick Details box, you can modify the filter name that appears in the dropdown list on the handheld, and you can change what information appears in the first column of the Patient List main view when this filter is applied.
  In the Edit Stock View Filter form, you can modify an existing Filter Property and Property Value by clicking on the Edit button at the end of the row. Then, use the dropdown lists to select the appropriate values. 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.
  Click the Save button in the Quick Details box to save your modifications to the stock View Filter.

- Stock Short List Data Filters : This setting displays the stock Short List Data Filters that are available to a profile for the selected department. 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. Click the Edit link to add a new stock Short List Data Filter, or to modify an existing one.

- To add a new stock Short List Data Filter, 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 stock Short List Data Filter.
- To edit an existing stock Short List Data Filter, select it from the Short List Data Filters form and click the Edit button in the Quick Details box. The Edit Short List Data Filter form appears.
  Click on the Edit link beside any of the fields to display its corresponding screen where you select the parameters. Keep in mind that the form never updates, only the Quick Details box is updated to reflect the changes you make. Change the parameters accordingly, click OK on its screen, and you will return to this view with the changes reflected in the Quick Details box. Click the Save button to save your changes; otherwise, click Cancel to exit from the Edit Short List Data Filter screen and ignore your changes.

- Stock Short List Data Populators : This setting displays any stock Short List Data Populators that are available to a profile for the selected department's users. 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. Click the Edit link to add a new stock Short List Data Populator, or to modify an existing populator.

- To add a new stock Short List Data Populator, click on the New Filter button on the toolbar and the Create Short List Data Populator 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 Populator form always appears empty; the details are only displayed in the Quick Details box. For example, you could define a fairly simple Short List Data Populator by setting the values as follows:

Location | 3N, 3S
Visit Type |
Medical Service |
Provider Group |
Result | All patients in nursing units 3N and 3S will be added to the user's Patient List (or short list)

- To edit an existing stock Short List Data Populator, select it from the Short List Data Populators form and click the Edit button in the Quick Details box. The Edit Short List Data Populator form appears, with links for selecting the Location , Visit Type , Medical Service, and Provider Group .
  Click on the Edit link beside any of the fields to display its corresponding screen where you select the parameters. Change the parameters accordingly, click OK on its screen, and you will return to this view with the changes reflected in the Quick Details box. Keep in mind that the form never updates, only the Quick Details box is updated to reflect the changes you make. Click the Save button to save your changes; otherwise, click Cancel to exit from the Edit Short List Data Filter screen and ignore your changes.

- Stock Long List Data Filters : This setting displays the stock Long List Data Filters that are available to a profile for the selected department's users. The Mobilizer server uses the Long List Data Filters 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. Click the Edit link to add a new stock Long List Data Filter, or to modify a stock Long List Data Filter.

- To add a new stock Long List Data Filter, click on the New Filter button on the toolbar and the Create Long 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 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:

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.

- To edit an existing stock Long List Data Filter, select it from the Long List Data Filters form and click the Edit button in the Quick Details box. The Edit Long List Data Filter form appears, with links for selecting the Location(s) , Visit Type , Medical Service(s), and Provider Group(s) .
  Click on the Edit link beside any of the fields to display its corresponding screen where you select the parameters. Change the parameters accordingly, click OK on its screen, and you will return to this view with the changes reflected in the Quick Details box. Keep in mind that the form never updates, only the Quick Details box is updated to reflect the changes you make. Click the Save button to save your changes; otherwise, click Cancel to exit from the Edit Short List Data Filter screen and ignore your changes.

- Stock Rounding Order Lists : This setting displays the stock Rounding Order List that are available to a profile for the selected department. 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. Click the Edit link to create a new stock Rounding Order List or to edit an existing stock Rounding Order List.

- To create a stock 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 as you check them, so it is likely you will want to sort the stations to best approximate the how the department users round locations. 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 stock Rounding Order List is created, you can subsequently use the Edit button to change its properties and the Delete button to remove it.
- To edit an existing stock Rounding Order List, select it from the View Stock Rounding Order Lists form and click the Edit button in the Quick Details box. Check the locations you wish to add to the list or uncheck the locations you wish to remove in the hierarchical list displayed in the Edit Stock Rounding Order Lists form. Click the Save button in the Quick Details box to save your changes; otherwise, click Cancel to exit from the Edit Stock Rounding Order Lists screen and ignore your changes.

- Stock Profiles : This setting displays the stock Profiles that are available for use by the users in the selected department. Profiles allow you to create groups of filters and populators to control the long and short patient lists for users in the department. Profiles give the users 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. You can define a stock Profile for each facility, letting your department users 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 create a new stock Profile or to modify an existing stock Profile.

- 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.