Query Tool
Defining the Patient Lists to Search

After you select a report, you must select patient lists for the Query Tool to search.

To define the list of patients that will be searched, follow these steps:

  1. Click the <select patient list> link in the lower pane.
    The Patientsdialog box appears (graphic). The tabs across the top of the dialog box (Clinic Appointments, Ward, Personal/Team, Specialty, Provider, and Registry) correspond to different patient lists.
  2. Click the tab for the patient list you want to add.

    Note: Depending on your access rights, you may not see all of the tabs on the Patients dialog box. Specifically, if you don't have the ROR VA HEPC USER key, Care Management does not display the Registry tab.
  3. Select a clinic, ward, personal/team, specialty, provider, or registry list from the Type Name or Select From List pane.

    Note: If you select a clinic from the Clinic Appointments tab, you must also specify a date range. To do this, click the screen capture: button with elipses button (at the bottom of the dialog box) and select a date range. The date range you specify tells the Query Tool to search for patients who have or have had appointments in the clinic within this date range. Based on the selections in this graphic, the Query Tool will search for patients who had appointments in the Pain Management Clinic in the past month.
  4. Click the Add arrow screen capture.
    The item moves to the Selected Lists pane (graphic).

    Note: You may also double-click an item to move it to the Selected Lists pane. For patient lists in the Personal/Team, Specialty, and Registry tabs, you can also click the Add All arrow (screen capture) to move all of the items in the Type Name or Select From List pane to theSelected List pane.

  5. Repeat steps 2-4 if you want to add additional patients.
  6. Click OK.
    The selected lists appear in the lower pane (graphic).
  7. Selected lists appear on the lower pane.

    If you selected a predefined report and do not want to alter its default criteria, see Displaying the Report. If you selected the Create Custom Search option, follow Additional Steps for Custom Reports.

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