Clinician Dashboard
Creating a Custom Patient List

You can specify which patients appear on your Clinician Dashboard list by creating a custom patient list.

To create a custom patient list, follow these steps:

  1. Click Clinician Dashboard on the HealtheVet Desktop perspective selector.
  2. Select Create/Edit List from the Patients drop-down menu. (graphic).
    The Create/Edit Patient List dialog box appears (graphic).
  3. Click New List from the Create/Edit Patient List dialog box.
    The Patients dialog box appears. The tabs across the top of the dialog box (Clinic Appointments, Ward, Personal/Team, Specialty, Provider, and Registry) correspond to different patient lists.

    Note: Depending on your access rights, you may not see all of these 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.

  4. Select the tab for the patient list or lists you want to add (graphic).

    Note: You can use any or all of these patient lists. However, your results are likely to be more coherent if you carefully consider your list selections.

  5. Select a clinic, ward, personal/team, specialty, or provider 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 ellipse (screen capture:button) button (at the bottom of the dialog box) and select a date range. The date range you specify tells the Clinician Dashboard to display patients who have, or have had, appointments in the clinic within the specified date range. In the example below, Care Management will display patients who had appointments in the Pain Management Clinic in the past month (graphic).

  6. Click the Add arrow screen capture: right-facing arrow.
    The item moves to the Selected Lists pane (graphic).

    Note: Alternately, you can double-click an item to move it to the Selected Lists pane. If it is available, you can also click the Add All arrow (screen capture: double, right-facing arrow) to move all of the items in the Type Name or Select From List pane to the Selected List pane. (The Add All arrow is available for the Ward, Personal/Team, and Specialty tabs.)

  7. Repeat steps 4-6 if you want to add additional patient lists.
  8. Click OK.
    Care Management displays the Patient List Name dialog box (graphic).
  9. Use the default name or type a name for the patient list (graphic).
  10. Click OK to accept the custom list. The patients from the new list appear in the Clinician Dashboard's upper pane. Dashboard lights (or icons) appear for patients who have items that need attention. The name of the new list also appears in the Patients menu.
  11. Click Cancel to exit the Patient List Name dialog box without accepting the custom list.

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