Nurse Dashboard
Creating a Custom Patient List

To create a custom patient list, follow these steps:

  1. Click Nurse Dashboard on the HealtheVet Desktop perspective selector.
  2. Select Create/Edit List from the Patients drop-down list (graphic).
  3. Select the New List in the Create/Edit List dialog box (graphic). The Patients dialog 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.

    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.

  4. Select the tab for the patient list or lists you want to add.
  5. Select a clinic, ward, personal/team, specialty, or provider 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: elipse button button (at the bottom of the dialog box) and select a date range. The date range you specify tells the Nurse Dashboard to display patients who have, or have had, appointments in the clinic within the specified date range.

  6. Click the Add arrow screen capture: button with single, right-facing arrow.
    The item moves to the Selected Lists pane.

    Note: Alternately, you may double-click an item to move it to the Selected Lists pane. If it is available, you can also click the Add All 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 (graphic).
  7. Repeat steps 4-6 if you want to add additional patient lists.
  8. Click OK.
    The Patient List Name dialog box appears (graphic).
  9. Type a name for the patient list or accept the default name. (graphic).
  10. Click OK.
    The patients from the new list appear in the upper pane. Dashboard lights (icons) appear for patients who have items that need attention. The name of the new list also appears in the Patients drop-down list.

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