Patient Lists is an Epic activity used to assemble and view lists of patients. It allows users to quickly see a wealth of information about a specific patient and go to other activities to act on that information. The Patient Lists activity is configurable and the user can create and edit a personalized patient list called a My List.

Resources

The following resources provide information on Patient List.

  • Patient Lists (VIEW201) - (eLearning: 9 min) Covers basic use of Patient List activity.

  • Patient Reports (VIEW302) - (Video: 5 min) Instructions for locating and using Patient Reports, as well as customizing Patient Reports toolbar.

  • Configuring Your My List - (Handout) A personal list allows staff members to track the patients they see each day and quickly access their patients. Staff can customize the list view of the patient information to display those columns that are most beneficial to them.

  • Creating an ATC Preadmissions My List - (Handout) Set-up instructions for a My List that includes information about patients the ATC has been contacted about related to internal and external transfers.

  • Customizing Patient Lists and the Schedule (POSS027) - (Video: 2 min) Learn how to see the most important and useful information on you patient list or schedule.

  • Customizing Your Patient Reports Toolbar - (Handout) Many activities contain customizable patient report toolbars. Learn how to customize these toolbars to include the reports useful to you.

  • Find Patients - (Handout)Use the Patient List activity to find and manage your patients. You can also customize the different lists to provide information relevant to your specific workflow.

  • Information Desk Census List - (Handout) The Information Desk Census List provides information about currently admitted patients at the UIHC. Users that access this information regularly can create a My List so this patient list is the default.

  • Patient Reminder Lists - (Handout) Patient Reminder Lists allow busy clinicians to quickly add patients to a list from In Basket, from Patient Lists or within a patient’s chart for follow-up later.

  • Physician Checklist & Required Documents - (Handout) Physician Checklist report automatically appears based on physician user type.

  • PREP Checklist Report - (Handout) The PREP (Patient Readiness Exit Plan) Checklist Report, which displays progression of key aspects of patient discharge, will help decrease potentially preventable readmissions, facilitate Discharge Huddles, initiate discharge conversations starting at admissions, and improve the overall discharge process for patients and staff, use .

  • Print Patient Labels in Epic - (Handout) Printing patient Labels and Patient ID Band barcodes from various locations within the electronic medical record.

  • Printing Patient Lists - (Handout) In addition to designating which columns appear when printing, users can add a column for note-taking, and specify font size when printing My Lists and System Lists.

  • Sending Messages with Patient Lists - (Handout) Use Patient Lists to set up contacts for your patient and send out timely text or email message updates to your patient's family, friends or other contacts.

  • Set a Default Report for Your My List - (Handout) In addition to customizing the report toolbar in the Patient Lists activity, a default report may be set for a specific My List.

  • Share Patient Lists with Other Clinicians - (Handout) A user can share a My List with another users to provide quick access to the patients they follow.

  • Inpatient Ticket to Ride - (Handout) When a patient is transferred or transported from one patient care or procedure area to another, the Ticket To Ride report needs to accompany the patient. Its purpose is to provide critical data in a manual format for employee to employee handoff. It provides basic information about a patient in case of emergency.

  • Viewing Social Screening Documentation - (Handout) Inpatient Social Workers can review Social Screening documentation on patient transfers efficiently by customizing their existing “My Lists” within the Patient Lists workspace.

  • Weekend Infusions Patient List - (Handout) A System List has been created for patients expected to receive Weekend Infusions in the Clinical Cancer Center (CCC). Save this list as a Favorite for easy access.

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