# Lists/Teams Tab (Tools | Options)

The Lists/Teams tab allows you to set defaults for selecting patients. It also contains your personal lists and the teams of which you are a member.

Patient Selection Defaults...

Select on Patient Selection Defaults... to change your defaults for selecting patients. Click a radio button in the List Source group. If you select Combination, you will be able to select from more than one source. After selecting a list source, click the appropriate drop-down button (or buttons if Combination is selected) and select the criteria for that source. If you select Clinic or if Clinic is one of the sources in your combination of sources, you will need to select a clinic for each applicable day of the week. If you do not work in any clinic on a particular day, leave the field for that day empty.

Select a radio button in the Sort Order group to determine the sort order for the patients. If an item is dimmed, it is not available with the list source(s) you have selected.

To display patients who have clinic appointments within a specific date range, click the selection buttons. The Start and Stop fields denote the number of days before or after today that appointments should be displayed.

The defaults that a re set here are used when you select patients from the Patient Selection dialog in the CPRS chart. Therefore, if you choose Ward, it will display the patients for the ward you have set as your default and if you choose Clinic, it will display the clinic patients for that day.

Source Combinations...

Select Source Combinations... to edit or create a list of sources from which your patients can be selected. You can change you combinations by adding or removing specific wards, clinics, providers, specialties or lists.

To create a source combination:

1. Select on a radio button in the "Select source by" group.

2. Select an entry in the selection field below the "Select source by" group.

3. Select Add .

4. Repeat steps 1 through 3 for each desired source.

5. When all desired entries are in the Combinations field, click OK .

You can create only one combination list. The combination list can be set as your default using the Patient Selection dialog.

Personal Lists...

This option allows you to edit your personal lists of patients or combinations of wards, clinics, providers, specialties or lists.

To create a personal list, use these steps:

1. Select Personal Lists... to edit or create list of patients.

2. To create a list, select New List...

3. In the New Personal List dialog, type in a name for your list. Then, indicate whether the list will by visible only to you by selecting the Myself only radio button or allow all users to see the list by selecting the All CPRS users radio button.

4. Locate the appropriate patients by selecting the appropriate category under the "Select patients by" group: Patient, Ward, Clinic, Provider, Specialty, Other.

When a category is selected, CPRS displays the items for the category. For example, if you choose Clinic, CPRS displays the list of clinics.

5. Select the item within the category that you want to use. For example, if you have a patient and you know the patient is in a specific clinic, select that clinic.

6. The Patients to add field lists all of the patients that can be added from the particular selection method. Highlight the patient names in this field and click Add (which moves the highlighted patient or patients into the Patients on Personal List pane. To add all patients, select Add All to copy all the patients under the Patient to add pane.

7. Repeat steps 4-6 until you have added all the patients you want to your new personal list.

8. Review the list. If changes need to be made, use the steps 4-6 to add new names. To remove names, highlight them under the Patients on Personal List pane and select Remove. To remove all the names under Patients on Personal List pane, select Remove All.

9. If needed, select whether the list should be for Myself only or for All CPRS users.

10. When you have all the patients that you want on the list, select Save Changes if you plan to make other changes on the Personal List dialog such as creating one or more additional Personal Lists. If you are finished creating personal lists for now, select OK .

To edit a personal list, use these steps:

1. On the Lists/Team tab, select Personal List...… .

2. In the Personal Lists dialog, select the list under the Personal Lists pane that you want to edit.

3. To add patients to the list, locate the appropriate patients by selecting the appropriate category under the "Select patients by" group: Patient, Ward, Clinic, Provider, Specialty, Other.

When a category is selected, CPRS displays the items for the category. For example, if you choose Clinic, CPRS displays the list of clinics.

4. Select the item within the category that you want to use. For example, if you have a patient and you know the patient is in a specific clinic, select that clinic.

5. The Patients to add field lists all of the patients that can be added from the particular selection method. Highlight the patient names in this field and click Add (which moves the highlighted patient or patients into the Patients on Personal List pane. To add all patients, select Add All to copy all the patients under the Patient to add pane.

6. Repeat steps 3-5 until you have added all the patients you want to your new personal list.

7. Review the list. If changes need to be made, use the steps 3-5 to add new names. To remove names, highlight them under the Patients on Personal List pane and select Remove. To remove all the names under Patients on Personal List pane, select Remove All.

8. If needed, select whether the list should be for Myself only or for All CPRS users.

9. When you have all the patients that you want on the list, select Save Changes if you plan to make other changes on the Personal List dialog such as creating one or more additional Personal Lists. If you are finished creating personal lists for now, select OK .

You maintain these lists by using this dialog. Patients are not updated automatically on personal lists. You can select from these lists by selecting the Teams choice on the Patient Selection dialog.

Personal Diagnosis List...…

This option enables users to create and maintain a Personal Diagnosis List that displays as one option in the Assign Diagnosis to Order(s) dialog used with Clinical Indicators Data Capture (CIDC) features to assign a diagnosis to specific kinds of orders.

The Personal Diagnosis List dialog enables users to choose diagnoses from the patient's Problem List entries, nationally defined encounter forms, and the Lexicon and add them to a personal diagnosis list for quicker entry of CIDC information.

To create or edit a Personal Diagnoses List, use the following steps:

1. Bring up the Options dialog by choosing Tools | Options... .

2. Select the Lists/Teams tab by either clicking on it or pressing Ctrl + Tab until that tab is selected.

3. Bring up the Personal Diagnoses List dialog by either clicking Personal Diagnoses List... or tabbing to that selection and pressing Space .

4. To add diagnoses to your personal list using available sources other than the Lexicon, select a category (Problem List, national encounter form or today's Orders) from the Diagnoses Section pane, highlight one or more diagnoses, and click Add or tab to that button and press Space . Repeat until you have the entries you want in your personal list.

-or-

To add diagnoses to your personal list using the Lexicon, select Other diagnoses... or tab to that button and press Space , type some letters that will help you find the appropriate diagnosis, and select Search or tab to Search and press Space . When you find the diagnosis, select it and press OK. Repeat until you have the entries you want in your personal list.

5. To remove an unwanted item from your personal list, highlight the item (which will make the Remove button display) and select Remove or tab to that button and press Space .

6. When you have the items you want on your personal list, select OK or tab to that button and press Space .

Teams Information...

This option allows you to view the teams you are on and the patients associated with those teams. Click a team to view the patients associated with it and other team members. Click the check box to include your personal lists. Click Remove yourself from this team to remove yourself from the highlighted team. Click the drop-down button on the "Subscribe to a team" field and select a team to which you wish to be added. You can only subscribe yourself to or remove yourself from teams that have been defined as "subscribable."

Related Topics

Personal Preferences (Tools | Options)

General Tab (Tools | Options)

Notifications Tab (Tools | Options)

Order Checks Tab (Tools | Options)

Notes Tab (Tools | Options)

Reports Tab (Tools | Options)

Graphs Tab (Tools | Options)