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. Select New List from the Create/Edit Patient List window.
    The Patients dialog box appears. The tabs across the top of the dialog box (Clinic Appointments, Ward, Personal/Team, Specialty, Provider, Registry) correspond to different patient lists.

  4. Select the tab for the patient list(s) 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, 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 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, patients who had appointments in the Cardiology clinic in the past month will be displayed on the Clinician Dashboard (graphic).
  6. Click the right 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 double arrow to move all of the items in the Type Name or Select from List pane to the Selected List pane. (The double arrow is available for the Ward, Personal/Team, Specialty, and Registry Tabs.)
  7. Repeat steps 4-6 if there are additional patient lists you would like to add.
  8. Click OK.
    The Patient List Name dialog box appears (graphic).
  9. Use the default name or type a name for the patient list (graphic).
  10. Click OK.
    The patients from the new list appear in the 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 drop-down menu.

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