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:
Click
Clinician Dashboard on the HealtheVet Desktop
perspective selector.
Select
Create/Edit List from the Patients drop-down menu.
(graphic).
The Create/Edit Patient Listdialog box appears (graphic).
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.
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.
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 ()
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).
Click the Add
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
()
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.)
Repeat steps 4-6 if you
want to add additional patient lists.
Click OK.
Care Management displays the Patient List Name dialog box (graphic).
Use the default name
or type a name for the patient list (graphic).
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.
Click Cancel to
exit the Patient List Name dialog box without accepting the custom
list.