1. Introduction to Patient Lists
A Self-Study Presentation
Revised July 2013

2. Course Objectives & Content
Upon completion of this course, the user will be able to:
Illustrate the components of Patient Lists
Create Patient Lists
Manage Patient Lists
Content
Lesson 1: Components of Patient Lists
Lesson 2: Building Location Patient Lists
Lesson 3: Building Location Group Patient Lists
Lesson 4: Building Custom Patient Lists
Lesson 5: Managing Patient Lists

3. Introduction to Patient Lists
Using Patient Lists in PowerChart will help you to easily organize and access large amounts of patient data.
Once you define the criteria for your Patient List (all patients on TCU, for example), the system matches all of the patients that meet the criteria and adds them to the list.

4. Lesson 1: Accessing Patient Lists
To access Patient Lists from within the Organizer in eKiDs PowerChart, click on the Patient List Tab.

5. Lesson 1: Accessing Patient Lists (Cont’d)
The Patient List Tab is accessible from any location within PowerChart Organizer.

6. Lesson 1: Components of Patient Lists
The Organizer contains several components that are used for Patient Lists.
Menu Command Tool Bar
Organizer Toolbar
Patient List Toolbar

7. Lesson 1: Components of Patient Lists: Menu Command Toolbar
Many of the same commands that are listed as options on the PowerChart Organizer Toolbar are accessible from the Menu Command Toolbar.
While working in Patient Lists, we will primarily use the Patient List Menu.

8. Lesson 1: Components of Patient Lists: Organizer Toolbar
The icons listed below are those used for managing and working in Patient Lists.
Patient List – When within the Patient’s Chart, the Patient List option switches the screen to the Organizer (Patient List) view.
Patient Access List- Serves as an online worklist for clinicians to identify and complete tasks.
Multi-Patient Task List – Displays tasks for multiple patients based on a common criterion.
Med Code Sheet – Provides a link to the Med Code Sheet on KDnet
Nursing Policies – Provides a link to the Nursing Policies on KDnet.

9. Lesson 1: Components of Patient Lists: Organizer Toolbar (cont’d)
Suspend Application – Suspends, but does not close the application.
Exit – Closes the patient chart. If the PowerChart Organizer is not open, this icon will allow you to exit the application
Clinical Calculator – Launches the clinical calculator application,
which provides values for various clinical formulas.
PM Conversation - Displays a menu that lists site-defined admission, transfer, or discharge (ATD) actions you can initiate from the Organizer. This
option is not used at CHKD at this time.

10. Lesson 1: Components of Patient Lists: Patient List Toolbar
Patient List Toolbar buttons offer the same functionality as clicking on the Patient List Menu. The options presented on the toolbar, just as in the Patient List menu, depend on your security level privileges and the patient that you have selected.
Opens List Maintenance and allows you to manage existing or create new Patient Lists.
Opens the Customize Patient List Properties window.
Opens the Patient Search window and allows you to add a Patient to your Patient List.
Removes a Patient from your Patient List.
Selects all Patients on the Patient List.
Clears all selections
Copy

11. Lesson 1: Patient List Tab
The Patient List Tab is where you will find all of your active Patient Lists.
If you have not created any Patient Lists, or if this is the first time you logged on, no Patient Lists will display.

12. Lesson 2: Building Location Patient Lists
Understanding Location Patient Lists
When you build a Location Patient List, you designate a
specific location such as a nursing unit or a pod. All patients
Currently located in that unit are listed.
You cannot manually add or remove patients to or from a
Location List, since all entries on the Patient List are system-
generated.

13. Lesson 2: Building Location Patient Lists
To begin building a Patient List, open the Modify Patients
Lists dialog box by selecting List Maintenance from the
Patient List Menu.
Once you have selected List Maintenance, you will be presented with the Modify Patient List Window. Choose New to create a New Patient List.

14. Lesson 2: Building Location Patient Lists
The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences.

15. Lesson 2: Building Location Patient Lists
In this example, we will create a Location Patient List.

16. Lesson 2: Building Location Patient Lists
In the Location Patient List window, begin specifying the Locations that you want included in your patient list by double-clicking on the Location Folder.

17. Lesson 2: Building Location Patient Lists
Click the ‘+’ sign beside Children’s Hospital of The King’s Daughters to see all facility locations.

18. Lesson 2: Building Location Patient Lists
Click the ‘+’ sign beside Children’s Hospital of The King’s Daughters to see all locations within the CHKD building.

19. Lesson 2: Building Location Patient Lists
Scroll down until you find the correct location for the Patient List that you are building. Select it by clicking on it.
If there are several locations that you want included, select all of them.

20. Lesson 2: Building Location Patient Lists
The system will automatically create a name for the Patient List based on the locations that you have chosen. If you wish to change the name of the Patient List, enter the name in the Name box.

21. Lesson 2: Building Location Patient Lists
Click on the Discharged Criteria filtering category.
Select the option button,
“Only display patients that have not been discharged.”
Choosing this option will ensure that your patient list displays only patients who have not been discharged from the selected location.

22. Lesson 2: Building Location Patient Lists
While in the Modify Patient List Window, move the list to the Active Lists box by clicking on the new Patient List in the Available Lists box and clicking the right arrow.

23. Lesson 2: Building Location Patient Lists
Click OK to save changes and view the Patient List.

24. Lesson 3: Building Location Group Patient Lists
Understanding Location Patient Lists
When you build a Location Group Patient List, you designate a specific Nursing Unit. All patients currently located in that unit are listed.
You cannot manually add or remove patients to or from a Location List, since all entries on the Patient List are system-generated.

25. Lesson 3: Building Location Group Patient Lists
To begin building a Location Group Patient List, click on the wrench icon or select List Maintenance from the Patient List menu.

26. Lesson 3: Building Location Group Patient Lists
Once you have selected List Maintenance, you will be presented with the Modify Patient List Window. Choose New to create a New Patient List.

27. Lesson 3: Building Location Group Patient Lists
The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences.

28. Lesson 3: Building Location Group Patient Lists
To begin creating a Location Group Patient List, select Location from the Patient List type window.

29. Lesson 3: Building Patient Lists
Begin specifying the Location Group that you want to select for your Patient List by double-clicking the Locations Groups folder.

30. Lesson 3: Building Patient Lists
Choose the Locations Groups that you want used on your Patient List by putting a checkmark in the box beside the correct locations (i.e., 7C, 8B)

31. Lesson 3: Building Patient Lists
The system will automatically create a name for the Patient List based on the Location Group that you have chosen.
If you wish to change the name of the Patient List, enter the name in the Name box.

32. Lesson 3: Building Patient Lists
Click on the Discharged Criteria filtering category.
Select the option button, “Only display patients that have not been
discharged.”
Choosing this option will ensure that your patient list displays only patients who have not been discharged from the selected location.

33. Lesson 3: Building Patient Lists
Move the list to the Active Lists box by highlighting the List in the Available Lists box and clicking the right arrow located in the center of the screen.

34. Lesson 3: Building Patient Lists
After the list is in the Active Lists, click the OK button.

35. Lesson 3: Building Patient Lists
Click OK to save changes and return to the Patient List.

36. Building Custom Patient Lists
Understanding Custom Patient Lists
When a Custom list is used, patient entries are not generated automatically. You must manually enter the patients you want on the list. A custom list will display only to the person that created it.
In Custom Lists, you can add or remove patients as needed.

37. Lesson 4: Building Custom Patient Lists
To begin building a Patient List, open the Modify Patients Lists dialog box by selecting List Maintenance from the Patient List Menu OR by clicking the List Maintenance icon from the Patient List menu.

38. Lesson 4: Building Custom Patient Lists
Once you have selected List Maintenance, the Modify Patient List Window will open. Choose New to create a New Patient List.

39. Lesson 4: Building Custom Patient Lists
The system will prompt you to specify what type of List to build. You can choose any type of list that you want, based on your personal preferences.

40. Lesson 4: Building Custom Patient Lists
For our example, let’s choose Custom.
Click Next to proceed to the next screen.

41. Lesson 4: Building Custom Patient Lists
Choose the applicable filtering options that you want included for your Patient List by choosing the Filtering Categories on the left and then marking the applicable Filtering Options on the right.
It is important to remember that if you choose any filtering options, the patients that you add to a list must meet the criteria or they will not be displayed on the Patient List
(i.e. if you select a Location Filter of 7C and then add a patient who is not in unit 7C, the patient will not be displayed on your Patient List).
Filtering Categories
Filtering Options
It is not a requirement to add filters to your Custom Patient List.

42. Lesson 4: Building Custom Patient Lists
The system will not automatically generate a name for your Custom Patient List. You must enter a name into the name field.

43. Lesson 4: Building Custom Patient Lists
Move the list to the Active Lists column by clicking the new Patient List in the Available Lists column and then clicking the right arrow.

44. Lesson 4: Building Custom Patient Lists
Click OK to save changes and return to the Patient List.
*Remember: Custom Patient Lists do not automatically populate with patients. You must manually add or delete patients to the list for it to be populated.

45. Lesson 5: Maintaining Patient Lists
Once you have created your Patient List, you may find it necessary to add single patients, copy patients from other lists, remove single patients, and delete lists.
At this point, you can only add / remove patients to Custom Patient Lists. Since all other lists are system-maintained, patients will be added to and removed from these lists automatically.

46. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists
To add a single patient to an existing Custom Patient List, select the appropriate Patient List tab on the Organizer.
Choose Add Patient from the Patient Lists menu.
You can also add a patient by clicking on the add Patient icon in the toolbar.

47. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists
The Patient Search Dialog Box will open. Enter the appropriate search criteria to find the patient that you want to add.
After clicking Search, select the Patient’s name and correct encounter and click OK.

48. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists
If you have not previously established a relationship with the patient (and it is possible that you can have more than one relationship such as Attending Physician and Admitting Physician), you will be prompted to do so.

49. Lesson 5: Maintaining Patient Lists: Adding Patients to Custom Patient Lists
The Patient is now added to the Patient List.

50. Then, select the Patient’s name by clicking on it.
Lesson 5: Maintaining Patient Lists: Deleting Patients from Custom Patient Lists
To delete patients from an existing Patient list, first select the Patient List that includes the Patient that you want to delete by clicking on it.
Then, select the Patient’s name by clicking on it.

51. Lesson 5: Maintaining Patient Lists: Deleting Patients from Custom Patient Lists
Select Remove Patient from List from the Patient List menu or select the Remove Patient icon from the Patient List toolbar .
The patient who you specified will be removed from the Patient List.

52. Lesson 5: Maintaining Patient Lists: Copying Patients from Existing Lists
You can also add patients to a Custom Patient List by copying them from an existing list.
Select the Patient’s name that you want displayed on the new list. (Several patients can be selected at once by holding the CTRL button while selecting.)
Right-click and select Add to a Patient List. The available Custom Patient Lists will display. Select the list that you want to add the patients to.
When you access the specified patient list, that patient will display.

53. Lesson 5: Maintaining Patient Lists: Deleting Patient Lists
You can delete Patient Lists that are no longer needed. A deleted Patient List is destroyed and must be re-created to be used again.
To delete a Patient List, open the Modify Patient Lists window by selecting List Maintenance from the Patient Lists menu.
The Patient List you want to delete must be in the Available Lists column. If it is not, select it from the Active List column and click the left arrow to send it Available Lists.
Right-click on the Patient List that you want to delete under Available Lists and choose Delete Patient List.
A warning will appear, prompting you to confirm that you want to delete the list. Once you click Yes, the list will be permanently deleted from the eKiDs system.

54. End of Show! For additional information regarding Patient Lists refer to the Patient List manual located on KDnet. When you are ready to complete the Patient Lists Competency, please click on the eKiDs link below.