Quick Guide

Custom short patient lists can be shared by proxy. This guide will show you how proxies can be set up during custom list creation or at a later time.

Creating a proxy during custom list creation:

1. You have created your custom list and are on the final screen.  It is this step where you’ll set up a proxy by clicking on Next, instead of Finish.
2. In the Customise Patient List Properties Window, click on New towards the bottom right side.
3. You can choose to share by Group (drop down menu) or Clinical Staff (enter name or perform staff lookup search).
4. Specify Access level: Full Access, Maintain or Read.   
5. Specify date and time range for sharing. You must enter a 4 digit time.
6. Click Apply. The proxy access will now appear in the left side of the window with Name of whom you have shared with, the type of access and the end date.
7. The recipient can find the shared list in the Available window of List Management. To activate, they need to move the list to the Active window.
8. To end sharing, simply click on the name of the proxy and amend the date and time to now.

Creating a proxy after a custom list has already been created:

1. Ensure the short patient list you wish to share is currently selected.
2. Click on the Properties icon on top, left side of white screen.
3. From the Customise Patient List Properties window, select the Proxy tab.
4. Follow steps 2-6 as above.