This guide is for clinical and administrative to assist in creating a list of patients in a ward. 

 

Step

Tips/notes 

1

Note you only need to create your patient list once, it will then be available for use when required. 

2

Click the ‘Patient List’ tab

3

Click the ‘New Visit List’ icon

4

A window appears with several tabs showing different criteria

 

5

Select the ‘Location’ tab to show patients at a particular location (i.e. Maidstone Hospital or Tunbridge Wells Hospital) 

 

 

6

Select ‘Include patients at selected locations only’ to show patients at a particular location (i.e. Chaucer Ward at Maidstone Hospital or Ward 10 at Tunbridge Wells Hospital).

 

  

 

 

 

7

In the table below, click on the ‘+’ icon to open ‘MTW NHS Trust’ and then click on the relevant ‘+’ icons to open the selected venue(s).  For example:  

  1. MTW NHS Trust - Maidstone Hospital – Inpatient – Chaucer Ward 
  2. MTW NHS Trust - Tunbridge Wells – Inpatients – Ward 10

   

 

 

 

8

Highlight the appropriate venue and click ‘Add’ to move the venue into the ‘Selected Locations’ in the right hand column. Click ‘OK’ when complete. 

 

 

9

A box will appear to provide a name for your new patient list. Type a suitable name in the ‘List Name’ box and click ‘OK’

 

 

10

The new patient list will be displayed in the ‘Current List’ selection

 

11

To add or remove columns, click on the ‘Select Visit List Column’ icon on the toolbar.  A table will be displayed. The left hand panel shows the available column headings and the right hand panel lists the displayed columns.

 

Highlight the chosen heading from the left and select ‘Add’ to move it into the box on the right. Use the scrollbar and the ‘Move Up/Move Down’ buttons to move your selection to your chosen position.  The same process can be used to remove columns using the ‘Remove’ button. Click ‘OK’ to confirm.

 

        

12

To adjust the column width on your patient list, point your cursor to the edge of the column header and a double arrow will appear. Click to drag the column left or right as appropriate. 

 

 

 

 

 

13

To edit/amend a patient list, ensure the appropriate list is displayed and click the ‘Modify Visit List’ button on the toolbar. This will open the same table as before. When the necessary changes have been made, you will be given the option to save the list with a new name (thus creating 2 lists) or to overwrite the existing list.

 

 

 

 

14

To delete a list, click on the ‘Delete Visit List’ icon on the toolbar. A box will appear containing your patient lists. Select the appropriate list to highlight it and then click ‘Delete’. Click ‘OK’ to confirm

 

 

 

 

 

 

 

Alternatively, with the correct patient list showing, left click on the ‘Delete Current List’ button

 

 




Title: Creating a Patient List – Emergency Department

Author: Sunrise Training Team - MB

Date: 12/10/2020

Version:  v1.0