Patient List Navigation

Why This Matters?

Setting up a Diary configures the Diary to match the practice's scheduling requirements. This includes setting up the information and options needed to manage practitioner availability and appointments correctly.

A correctly configured Diary provides a consistent structure for scheduling and helps ensure that appointments can be managed according to the practice's workflow.

• Start on the Patient List screen.

• • For navigation, see Web 1.19 - Patient Details.

Sections

• Filters 
• Screen Columns Action Buttons 
• Columns 
• Page Options

Filters

• Default Filter: Selects the primary filter preset or criteria.
• Name: Patient's first name.
• Surname: Patient's surname.
• ID No.: Patient's national identification number.
• Cell No.: Mobile phone number.
• Fixed Line No.: Searches by landline phone number.
• Email: Contact email address.
• File No.: Unique system-assigned file number.
• Date of Birth: Options with two date fields used to search for patients born within a specific timeframe.
  • From: The start date of the birth date range using a date picker.
  • To: The end date of the birth date range using a date picker.
• Age: Option with two numerical fields used to search for patients within a specific age range.
  • From: The minimum age limit.
  • To: The maximum age limit.
• Gender: Recorded gender identity.
• Active Patients: A three-way toggle slider that filters patient records by status.
• Update Results Button: Refreshes the list based on current filter criteria.
• Reset Filters Button: Clears all currently applied filter fields and resets them to default settings.

Screen Columns Action Buttons

• Screen Column Action Buttons: Screen Columns Action Buttons provide tools to customise and refine the information displayed on a list screen. For details, see Screen Column Action Buttons Navigation.

Columns

• File No.: Unique system-assigned medical file number.
• Date of Birth: Patient's birth date.
• Name: Patient's first name.
• Surname: Patient's family or last name.
• ID No.: Official national identification number.
• Gender: Recorded gender identity.
• Inactive Reason Description: Reason for archiving or marking the patient record inactive.
• Cell No.: Primary mobile phone number.
• Email: Contact email address.

Page Options

• Page Options: Page Options provide additional tools for navigating, managing, and exporting the information displayed on a page. For details, see Page Options Navigation.