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A roster is a group of patients you see together and bill together — a long-term care floor, a hospital service, a weekly clinic. Set it up once and billing the whole group becomes a few clicks instead of a claim each.

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Create it

Open Patient Rosters and choose New.
A patient roster showing its name, facility, MOH group and billing code defaults above a list of eight patients

A roster with its defaults set and its patients listed

Four settings sit above the patient list, and they are what make billing fast later — they become the defaults for every claim you raise from this roster:
Set the billing codes to what you bill most visits, not every visit. They’re a starting point you adjust, so the common case should need no work.

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Add patients

Add Patient takes a health card and fills in the rest. Each patient shows their health card and version code, and the date they were added. Two per-patient defaults are worth knowing about, set with the pencil icon on a row:
  • Admission date — carried onto claims that need one, so you aren’t re-entering it every visit.
  • Diagnostic code — this patient’s usual diagnosis, pre-filled when they have no prior claim to copy from.
Both are per-roster: the same patient can carry different defaults in two different rosters.

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Put them in the order you round in

Drag any patient by the handle on the left to reorder the list. The order is saved and syncs to your other devices, so the billing sheet lists patients in the order you actually walk the floor rather than alphabetically. The Sort by control switches between entry order, alphabetical, and the custom order your dragging created.

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Keeping it current

  • Active controls whether the roster shows up by default. Uncheck it for a service you’ve finished rather than deleting the history.
  • Remove All clears the patients but keeps the roster and its settings — the right move when a ward turns over completely.
  • Share hands a copy to a colleague. See Sharing rosters.

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Next

With the roster built, bill the whole group for a visit.