In this article you will learn how to create and manage custom views of the patient list.
The list of patients you can see on the Patients homepage can be filtered by creating and saving personalised Views of patient records.
Views are created using an easy-to-use query builder, which interrogates your MediRecords database and creates a list of patients based on your selected search criteria. Any field within a patient's medical record that is populated with data can be used to refine the list of patients within your Custom View.
The lists of patients contained within separate views will vary from user to user.
To open the list of custom views, click Views.
New Views
Any number of new custom views can be created by users, and stored as private or shared with the whole clinic. The lists of patients contained within separate custom created views will vary from user to user.
To begin, click New View to open the create view form.
As practical example, this is how you would create custom view of "Male Patients, 40 Years or Older".
Click View Name and enter a meaningful name for the view.
Click Sharing and select whether or not you want the view to be Private or available to the whole Practice.
In the first field, you need to select the location of the data you are searching for. In this case we are looking for patient demographics which are located Patients heading.
Click the first field, and scroll down to the Patients heading and select Patient.
Click the second field and select Gender.
Click the third field and select Equals.
Click the last field and select Male.
This will search for all patient records where the Gender of the patient equals Male.
To add another search clause, click And.
In the second search clause, follow the same steps as before, however this time, search for the patient's Date of Birth.
Click the first field, and scroll down to the Patients heading and select Patient.
Click the second field and select DOB.
Click the third field and select On or Before.
Click the last field and type or select the Date (40 or more years ago).
This will search for all patient records with a DOB of 40+ Years ago.
Click Save to save the custom View.
Once the form has closed, your newly created view will be visible in the list of Saved Views.
To return to the Patients homepage, click the Back-arrow next to the Patients.
Or alternatively, navigate to the MediRecords application ribbon and click the Patients tab.
To view the results of the view that you have just created, click Standard Patient View to reveal a drop-down list of Views. Click Male Patients - 40+ Years Old to view the results.
The system will filter the list of patients to match the search criteria of the selected view.
Saved Views
Saved custom Views can amended at any time to expand or reduce the search criteria of results displayed in the view. You can add or remove search clauses, change who you share the view with, or delete the view from your list.
To manage your Saved Views, click Views.
To Edit a Saved View, click the Tick-box next to the name of the view you to reveal a list of options, and then click Edit.
When the view opens in the query builder, you can add or remove search clauses, modify the search range, rename the view, or change the sharing options.
Once you have completed editing the view, click Save to apply the changes.
After you have clicked Save, you will be returned your list of Saved Views, and the changes you made to the custom view will be visible in list.
When you next return to the Patients homepage, the results of the updated custom view will be available in the list of views.
To Delete a Saved View, click the Tick-box next to the name of the view to reveal a list of options. Click Delete to permanently delete the view.
*Note: Once a view is deleted, it cannot be restored. It would need to be recreated.
Click Yes to acknowledge the view will be deleted.
To Delete Multiple Views at once, click the Tick-box next the names to reveal a list of options. Click Delete to permanently delete the views.
Click Yes to acknowledge the view will be deleted.
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