How to set up a short patient list by location.

1. Select the ‘Short Patient List‘ button (top of the screen).
2. Click the ‘List Maintenance‘ icon (spanner icon near top left).
3. Click ‘New‘.
4. Select ‘Location‘.
5. Click ‘Next‘.
6. Click the + on Locations (on the right).
7. Click the + for the site, e.g. Freeman Hospital.
8. Click the + again, e.g. Freeman (Don’t click in the empty square!).
9. Tick the box for the ward(s) you wish to add to your list.
10. Select ‘Encounter Types‘ (on the left).
11. Add tick in the box for each of the following: Day Case, Inpatient, Regular Day Admission, Regular Night Admission.
12. Click ‘Finish‘.
13. Select your List on the left and click the add button to move it to the right.
14. Optional – if you have more than one list use the up and down buttons to move your list. The list at the top is the list you will see first.
15. Click ‘OK‘.

---

Updated: 11 February 2026