Patient Views: Custom Patient Lists

Managing patient data efficiently is essential for both clinical care and practice administration. Patient Views in MediRecords allow you to filter your patient database into tailored lists based on criteria such as demographics, appointment history, or concession card status.

This feature provides providers and administrative staff with a powerful way to identify and group patients, whether for targeted health campaigns, follow-ups, or improved record organisation. By creating, saving, and reusing custom views, you can streamline workflows and quickly access the information you need without manual searching.

Creating a Patient View can help with reporting requirements such as:

• Lists of patients who have not visited the practice in X time

• Lists of patients who have been prescribed certain medications

• Lists of female patients between the ages of 50 and 74 who have not had a breast screen

• And more.

In this article, you will learn how to create, edit, delete, and switch between Patient Views to make patient management faster and more efficient.

Contents:

1. What is a Patient View?
2. Creating a Patient View
3. Editing a Saved Patient View
4. Deleting a Saved Patient View
5. Swapping Between Patient Views

What is a Patient View?

Patient Views are data filters that screen your MediRecords patient database to produce a list that matches your required criteria. Any field within a patient’s medical record that is populated with data can be used to refine the list of patients. This makes it a useful tool in screening patients for any required criteria.

You can generate multiple custom views that filter patients according to specific details such as age range or date of last appointment. This guide explains how to use the feature.

Creating a Patient View

1. You can create a new Patient View from the Patient Grid by selecting Views.

   
   
    

2. Select Create New View or New View.
   
    
3. A page will appear containing fields to be filled out.
   
   
    

   • View Name – type the name of the view.

     • Sharing – choose who can see this view:

       • Private – only you can see it.

       • Practice – everyone in your practice can see it.

       • Global Contacts – everyone in the community can see it.

   • And – use this to add another filter condition.

   • Or – use this if a field can have more than one option.

     Example: You can create a view that includes patients with the first names John and Andrew.

     

      

     Entity and Field – These are filters that help you sort the information in a patient’s record.

   • Entity – This groups the main sections of a patient’s record. It includes:

     • Patients: Patient details, Address, Patient Settings, Patient Relationship, Patient OPV, Referrer, Patient Family, Family History Detail, Alcohol, Patient Smoking, and Social.

     • General: Appointment and Activities.

     • Prescribing: Current Prescriptions and Past Prescriptions.

     • Investigations: Investigation Requests and Investigation Results.

     • Clinical: Allergy, Medical History, Consult, Consult Reason, Hospitalisation, Immunisation, Case, Measures, Procedure.

     • OBs & Gyn: Pregnancy, Antenatal, Birth, Pap Smear Result, Pregnancy Result.

     • Billing: Invoice and Patient Claim.

   • Field – This is a more specific filter. It pulls information from the fields inside the patient record that belong to the selected Entity.

     Example: If you choose Address under Entity, the Field filter will only show data from the patient’s primary address in Demographics.

     
     
      

   • Operator – This changes based on the Entity and Field you choose. The options can be:

     • Equals

     • Contains

     • Does not Contain

     • Begins With

     • Does Not Begin With

     • Ends With

     • Does Not End With

     • Contains Data

     • Does Not Contain Data

       Example: You can make a patient list of people who have a DVA gold card, a DVA white card, and a Pensioner Concession card.

       
       
        

4. Save the Patient View. You can then access it by selecting the dropdown menu next to Views.

   
   
    

5. Select the saved view to display the filtered patient list. You can export the list to Excel. If the list contains multiple pages, you must export each page separately.

   
   
    

   Note: Concession cards such as DVA, Health Fund, or Pension will not include card numbers when exported. The export will only display patient details.

    

Editing a Saved Patient View

1. Go to Patients and select Views.
   
   
   Under saved views, select the tick box next to the name of the view to display the available options.

2. Select Edit. The view will open in the Query Builder.
   
    

   Update the search clauses, search range, or sharing options as required. You may also rename the view.

3. Select Save to apply the changes. The saved view has now been updated.
   
    

Deleting a Saved Patient View

1. Go to Patients and select Views.
   
   
   Under saved views, select the tick box next to the name of the view to display the available actions.

2. Select Delete. Confirm the deletion when prompted.
    The saved view has now been deleted.

   Note: Once deleted, a view cannot be restored and must be recreated if needed.

Swapping Between Patient Views

1. From the Patients homepage, select the Standard Patient View field next to the Views button.

2. A dropdown list of views will appear.
   
   
    

3. Select the required view name. The system will refresh the patient list and load the selected view.

   The patient list will now display according to the chosen filters.