Client list manager introduction

Client list manager introduction

Client list manager is a module that will allow you to save lists of patients with Healthquest. You can build the lists manually or you can build queries to identify specific patients within your clinic.

Benefits to client lists:

  1. Allows bulk messaging to patients.
  2. Offers the ability to work through lists of patients without removing patient identifiable information from Healthquest.
  3. Ability to create worklists for all/selected patients on a list.
  4. Print labels for all/selected patients from a list.
  5. Combine lists together noting if a patient is on both lists, they will only appear once on the combined list.
  6. Add/remove patients to a list.
  7. Filter lists using patient criteria.
  8. There is an option to export to an excel if required, as well as an option to print the list as seen.
  9. Build queries to identify subgroups of patients.


Access the client list manager through reports > statistics > client list manager.


    • Related Articles

    • Building a query in client list manager

      Generate criteria to find a select group of patients using the query builder within client list manager. Open the client list manager (Reports > statistics > client list manager). Click ‘queries’ to open the query builder. Select an existing saved ...

    • Creating a new list

      Open the client list manager window through the report’s menu > statistics > select client list manager. Click ‘create new list’. Enter a name for the list in the title field. Click save. This is the title of the list that has been created, the next ...

    • Combining lists

      Combine current lists together to create a new list and remove any duplicate patient entries while keeping the individual lists saved as they are as well. Example: List one is patients due for lipid screening, list two is patients due for diabetes ...

    • Appointments list

      On the client card click the ‘appointments’ button to open a new appointments list window. On here there is a full list of all past and future appointments, with deleted appointments noted in the bottom. Double click on an appointment from the list ...

    • Client card introduction

      Client cards are the records of individuals associated with your clinic, including patients, clinic providers, staff members, and referral doctors. Client cards house all demographic information; including names, addresses (clinic address if a ...