Creating a new list

Creating a new list

Open the client list manager window through the report’s menu > statistics > select client list manager.

  1. Click ‘create new list’.
  2. Enter a name for the list in the title field.
  3. Click save.

This is the title of the list that has been created, the next step is to add patients to it.

Adding patients to a list can be done in several different ways.

1. Add a patient’s one by one.
  1. Select the list to add patients to, in the top left.
  2. Click add client halfway down.

  1. Search the patient, select, and click ok.
2. Generate a query from this client list manager (click here to review building a query).

3. Populate a temporary list from other sources within Healthquest.
For example:
    1. CDS query report – click list manager to load patients heighted on the report to the temporary list.


    1. Note the patients are displayed in the middle of the window, the temporary list.
    2. Select an existing list to add patients to, highlight from the left on the left or click create new list, enter a title.
    3. Click ‘add to list’, moving all patients from the middle temporary list to the bottom list.
    4. Click save.

  1. Other reports have the ‘print center’ button, (many of the client list reports have this).

    1. Run a selected report (this example is under reports > client lists > by default doc).
    2. Click ‘print center.
    3. Click ‘list manager’ from the print center window.
    4. This will place all highlighted patients from the report into the temporary list section of client list manager.
    5. Select an existing list or click create new list and give it a title.
    6. Click add to list, moving all patients from the middle to the bottom.

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