Creating a New Patient View

Creating a New 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 within your Custom View. This makes it a very useful tool in screening your patients for any required criteria. 

You can generate numerous custom views, which can prove valuable for filtering patients according to particular criteria, such as age range or date of their last appointment. This tutorial will illustrate how to utilize this feature.

A new view can be accessed from the Patient Grid.

 

Click on Create New View or New View button.

This page contains the following fields that need to be filled

View Name

Enter a name of your preference for your view.

Sharing

This field indicates that this view can be shared among Private, Practice and Global Contacts.

Private - visible only to the logged on user.

Practice - visible to all users withing the Practice.

Global Contacts - visible to all contacts in the community.

 

And

This feature helps to add on another layer of the filter

Or

This feature helps the selected field to have more than one option

for example - if you want to create a view for patients with first names John and Andrew

 

Entity and Field

These fields filter out the data within the patient record that is required.

Entity includes all the options available on the left-hand side of the patient record as seen in the screenshots below:

 

 

Field

This filter draws data from any of the fields included within the patient record of the field selected in the Entity. 

for eg. if Patient Demographics was selected in the Entity, then the Field would filter any data from the demographics section of the patient record as seen below.

 

Operator

This depends on the Entity and Field selected. Options include

• Equals
• Does not Equal
• Contains Data
• Does Not Contain Data
• Begins With
• Does Not Begin With
• Ends WIth
• Does Not End With

Example - To create a patient view of patients who have DVA gold and white cards and Pensioner Concession card

You can now save this view. 

To access this view, go to the patient view and search for DVA Gold and White in the Patient View filter

You can now select the list and export to excel to generate the list.

Note: If there is more than one page, each page has to be selected and exported separately. Selecting one page will not select all pages automatically.

 

Important Note

All Concession cards (DVA/ Healthfund/ Pension) will not reflect card numbers on the exported excel sheet.

If you generate a list with card numbers, it will only give you a list of all the patients details who have the cards, and their card numbers will not be available on the list. 

 

How to Remove a Patient View?