Creating and Using Location, Provider Group, and Custom Lists

Creating and Using Location, Provider Group, and Custom Lists

MMC location lists are nursing unit lists. While they are attached to the computers located on each nursing unit, the benefit to you in creating a location list is that it is attached to your user name. The location lists that you create will display no matter where you log into PowerChart.

Location List (List will display patients at this location within defined filter settings.)

1.  Click List Maintenance button on the Tool Bar.

2.  Click New button in the bottom right of the window.

3.  Click Location.

4.  Click Next button.

5.  On right side of window, click “+” to the left of Locations.

6.  Click “+” to the left of Munson Medical Center. (May be another location)

7.  Click “+” to the left of the second Munson Medical Center.

8.  Click check box in front of desired nursing unit(s). May select more than one unit for display on one list.

9.  Choose desired filter options.

10.  Rename the list to reflect filters if necessary.

11.  Click Finish button.

12.  Click the list name in the Available window to activate the right-pointing arrow located between the sections.

13.  Click the arrow button.

14.  Click OK in the bottom right of the window.

Relationship List (List will auto-populate with patients that have an established relationship with you. Additional filter settings will apply.)

1.  Click List Maintenance button .

2.  Click New button (bottom of the window).

3.  Click Relationship.

4.  Click Next button (bottom of the window).

5.  Click “+” next to Visit Relationship in the right pane.

6.  Click “All Visit Relationships”.

7.  Choose encounter types and/or other filter types as desired.

8.  Rename list to reflect filter settings or purpose of list.

9.  Click Finish.

10.  Click your list in the Available lists section of the window.

11.  Click the blue arrow in the middle.

12.  To change the order of your lists, click a list and move it up or down using the arrows on the right side of window.

13.  Click OK.

Provider Group List is a list that is built by IS and populated by STAR Registration. This is a group of physicians that work together (Great Lakes Ortho, West Front Primary Care, Thirlby Clinic Internists, etc). If you work with a group of physicians, you may have been given access to a Provider Group List. To create a Provider Group List:

1.  While in List Maintenance click Provider Group. The list displayed is those groups you have been granted access to.

2.  Click Next button.

3.  Select a group or groups.

4.  To limit to an Inpatient list, select the Discharge Criteria filter on left side of window and select Only display patients that have not been discharged; then select the Encounter Type filter type and choose Inpatient.

5.  Click Finish button.

6.  Click the list in the Available window, activating the blue arrow button between the sections.

7.  Click the arrow button.

8.  Click OK on the bottom right of the window.

Custom Lists are lists that you create and maintain. There is no “system” maintenance to this list. You add and remove the patients from this list. One use is an “Interesting “ case list that you want to follow up on later. To create a Custom List:

1.  While in List Maintenance, click Custom.

2.  Click Next.

3.  Name the list and click Finish.

4.  Click the list in the Available window.

5.  Click the arrow button.

6.  Click OK.

To add a patient while on a custom list:

1.Click Add Patient button on the Tool Bar. If you are not on a custom list, the button will not be activated.

2.Search for patient and select the correct/desired encounter in the lower search pane.

3. Click OK. The patient is then added to your list.

OR

4.When a patient chart is open, you can also click Patient in the Menu bar and select Add Pt to a Patient List and then choose the desired Custom List.

OR

5. Right-click on a patient on another list and choose Add Patient and select desired custom list. (If you have more than one list.)

To remove a patient from a custom list: Click the patient name. Click Remove Patient button.

To give proxy access to a list: (See other instruction with pictures in physician’s pack.)

You may assign proxy (or give access) to your PowerChart lists to another PowerChart user. This function might be used if you are signing out to someone that does not normally cover for you. This is a way to give that person “rights” to your list. You should not have to assign proxy for providers that are in your work group.

1.  At the PowerChart Organizer screen click the list tab that you want to give another user access to.

2.  Click Patient List from the menu bar. Select Properties.

3.  Click Proxy tab.

4.  Click New button. The right side of the window activates. The Group field is activated.

5.  Click Provider field. Type in the provider’s name. While typing the system is searching for a match. When a match is located the name will populate the Provider field. Clicking on the binoculars will display a list of providers that match the characters typed.

6.  Select a level of access. Read would be used if you do not want the person to add or remove patients. Maintain allows addition and removal of patients. Full use is discouraged as the user may delete the list.

7.  Begin date defaults to today and now. Enter date in the “To” field to revoke access to the list on a specific date.

8.  Click Apply; follow steps 6 through 8 to give other users proxy access.

9.  Click OK.

If someone has granted you proxy access, the list will display in the Available lists section of List Maintenance with

another providers name parenthetically. To use the list, click on it and move it to the active list window. Click OK.

To print your list:

1.  Click tab for desired list.

2.  Click Print toolbar button.

3.  Select desired printer. If unsure of correct printer, ask someone on the unit for assistance.

4.  Click OK.

5.  You are responsible for maintaining the healthcare privacy of people on the list.

To sort lists alphabetically or by location:

A quick way to sort any list alphabetically is to click on the header bar labeled ‘Name’. To sort your list permanently:

1.  Click Patient List in the menu bar.

2.  Click Sort.

3.  Click dropdown arrow in first Sort By field and select Name. (There are many sort options available)

4.  Select Ascending or Descending.

5.  Proceed to second and third sort levels if desired.

6.  Click Default.

7.  Click OK.