{"id":11917,"date":"2024-08-24T19:07:02","date_gmt":"2024-08-24T19:07:02","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=11917"},"modified":"2026-02-11T16:25:21","modified_gmt":"2026-02-11T16:25:21","slug":"create-custom-list-short-patient-list-2","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=11917","title":{"rendered":"Create Custom List – Short Patient List"},"content":{"rendered":"

Scenario<\/div>
\nYou wish to create a custom Short Patient List to keep track of patients across NUTH.
\nYou must manage this list by adding and removing patients as appropriate.<\/p>\n
Instructions<\/div>\n
    \n
  1. \n
      \n
    1. Select Short Patient List<\/strong> from the top grey menu bar.
      \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

       <\/p>\n

        \n
      1. \n
          \n
        1. Select List Maintenance<\/strong>.
          \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

           <\/p>\n

            \n
          1. \n
              \n
            1. In the Modify Patient Lists window, select New<\/strong>.
              \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

               <\/p>\n

                \n
              1. \n
                  \n
                1. A list of filters display, select Custom <\/strong>and then select Next<\/strong>.
                  \n\"\"<\/p>\n

                  <\/i> Selecting Care Team, Medical Service, Provider Group Or Relationship will not create a comprehensive list and patients will be missing.<\/div><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                   <\/p>\n

                    \n
                  1. \n
                      \n
                    1. Enter a name<\/strong> for your custom list leaving all other boxes unchecked and select Finish <\/strong>.
                      \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                       <\/p>\n

                        \n
                      1. \n
                          \n
                        1. To view your list, you will need to move it from Available lists to Active lists. To do this, select your custom list<\/strong> by clicking on it then click on the arrow facing to the right<\/strong>. Your custom list should now appear in Active lists. Click OK<\/strong>.
                          \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                           <\/p>\n

                            \n
                          1. \n
                              \n
                            1. Your custom list should now appear as a tab<\/strong> ready for you to add patients. To add patients, select the custom list tab and then select Add Patient<\/strong> icon to open Patient Search.
                              \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                               <\/p>\n

                                \n
                              1. \n
                                  \n
                                1. Search for patient using MRN<\/strong> where possible.
                                  \n
                                  <\/i> When MRN or NHS number is unknown, search for patient using all of the following information: first letter of Surname<\/strong>, first letter of Forename<\/strong> and Date of Birth<\/strong>.<\/div>
                                  \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                                   <\/p>\n

                                    \n
                                  1. \n
                                      \n
                                    1. Click on the line of the correct patient in the top half of the Patient Search Window.
                                      \n\"\"<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                                       <\/p>\n

                                        \n
                                      1. \n
                                          \n
                                        1. Ensure you select the correct Encounter<\/strong> and select OK<\/strong>.
                                          \n\"\"
                                          \n
                                          <\/i> Note: selecting the wrong encounter will affect all documenting on a patient record.<\/div><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                                           <\/p>\n

                                            \n
                                          1. \n
                                              \n
                                            1. Repeat steps 7 to 10 for each patient.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                                               <\/p>\n

                                                \n
                                              1. To remove a patient from your custom list, right click on line of patient and select Remove Patient from List<\/strong> from the menu.
                                                \n\"\"<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

                                                How to create a custom short patient list<\/p>\n","protected":false},"author":10,"featured_media":1657,"parent":4734,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"detailed-guide.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[14,15],"tags":[],"class_list":["post-11917","page","type-page","status-publish","has-post-thumbnail","hentry","category-erecord","category-powerchart"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/11917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11917"}],"version-history":[{"count":6,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/11917\/revisions"}],"predecessor-version":[{"id":21000,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/11917\/revisions\/21000"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/4734"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1657"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}