Quick Guide

How to create a patient list within CareCompass.

  1. With CareCompass open, Click List Maintenance.
  2. In the opening Modify patient Lists window.
  3. In the Patient List Type window, select Location.
  4. In the Location Patient List window, select Encounter Types:
    • Day Case
    • Inpatient
    • Regular Day Admission
    • Regular Night Admission
  1. Click Locations.
  2. Select the Ward.
  3. Click Finish.
  4. Move the ward to the “active list” column.
  5. Your ward will now be in CareCompass.
  6. To add further patient lists, up to a maximum of ten, repeat the process 1-14 above.
Please note: this guide assumes that you have already established a clinical relationship with the patient(s) on your list. For more information see Establishing Relationships.

Detailed Guide

Creating Patient Lists



Updated: 6 February 2026