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Patient List Settings

The Patient List Settings screen allows you to control settings that determine how many patients can be on a user's long list and short list (also referred to as their Patient List). When you select Patient List from the Edit Settings menu on the Institution Desktop, 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 screen allows you to configure the following parameters:

• Long List Active Account Period (days after admission) : This setting determines how many days (between 1 and 30), after an account's admission date that the patient account will be active. All active accounts appear on the long list, allowing providers and administrators to continue adding charges or modifying information for those accounts. Use caution when changing this setting, as it can significantly affect the performance of your system. Check with your PatientKeeper Solutions Consultant before making significant changes.
• Long List Active Account Period (days after discharge) : This setting determines how many days (between 1 and 30), after an account has been discharged that it will still be considered active, and therefore appear on the long list. After this time, the patients will no longer be on the long list. Use caution when changing this setting, as it can significantly affect the performance of your system. Check with your PatientKeeper Solutions Consultant before making significant changes.
• Maximum Number of Patients on the Short List when Populating : This setting prevents a short list populator from adding too many patients to a handheld user's short list. During a sync, Mobilizer calculates how many patients should be on the short list as determined by the populator selected in the handheld user's profile (see Patient List settings under the prefs tab). If the number of patients exceeds the value as specified in this Maximum Number of Patients on the Short List when Populating setting, the populator will not be used, and an alert will be displayed on the user's handheld device telling them the populator was not used.
• Handheld Field Labels : This setting provides a scrollable list of text fields where you can customize how you want the patient information labels to appear on the handheld device. For example, you could choose to display a label entitled "SSN" instead of the longer "Social Security Number".
• Patient Info Fields : This setting provides a scrollable list of the available account and patient properties that can be displayed in the Patient Info module. You control which of the available properties are actually displayed by checking the box for those properties. You can also determine the order in which these properties are displayed in the Patient Info module by choosing the Sort link.
• Main View Configurable Columns : This setting determines what account and patient properties appear on the dropdown list that controls the display criteria for the Patient List main screen. In the Patient List module, there is a dropdown list of display criteria that may be used for filtering the Patient List. You use this setting to control what properties are available to the handheld user by checking the box for those properties you wish to include.
• Jump to Module after Adding Patient : This setting allows you to support a smooth workflow for your handheld users by giving them a button to launch a particular module after adding a patient from the long list. You specify the module that you want to be launched. For example, if you want to allow the physician to add a charge immediately after adding a patient, you could select Charge Capture from the list of modules that appears for this setting. When the physician adds a patient from the long list, a button would appear on the handheld that would launch the Charge Capture module.
• Jump to Module Button Label : This text field is where you enter the label for the button that appears if Jump to Module After Adding Patient is set (see previous bullet).
• Allowed Criteria for Patient List Filters and Populators : Choose this setting's Edit link to specify which locations, visit types, medical services, personnel relationships, and provider groups are available to administrators and handheld users for creating Patient List filters and populators. This setting is very important, because choosing an appropriate set of properties can prevent users from inadvertently creating personal filters that add too much data to the long list and to their Patient List. See also Expanded Discussion of Patient List Filtering.
• Location List for Populating Cache : Choose this setting's Edit link to control which locations are placed in the long list cache during server operation. The cached locations are available when the server restarts, resulting in faster syncs for handheld users.
• Default Long List Location Filter : Choose this setting's Edit link to specify which long list location filter is used during sync if one is required, but none have been specified by the handheld user.
• Suppress Patient List Manipulation : This setting determines whether or not users can perform any of five manual manipulations, including: adding a patient, removing a patient, receiving a patient, sending a patient, and creating placeholder patients. Choose Yes to prevent users from manipulating their Patient Lists in these ways; otherwise, choose No .
• Require Long List Location Filter : This setting determines whether or not a long list location filter is required for all users during syncs. This may be necessary to control the long list size in very large health care facilities.