Patient List

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Overview

The Patient List allows you to manage patient rosters, associate patients with facilities, and streamline billing for recurring patients.

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Accessing Patient List

Click Patient List in the sidebar navigation.

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Viewing Patients

The patient list displays:

• Patient name
• Health card number
• Associated facility
• Roster membership
• Last service date

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Managing Rosters

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What is a Roster?

A roster is a group of patients associated with a specific facility or billing configuration. Rosters are useful for:

• Clinic patients seen regularly
• Long-term care facilities
• Group billing scenarios

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Creating a Roster

1. Click Add Roster
2. Enter roster name
3. Select associated facility
4. Configure default billing codes (optional)
5. Click Save

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Adding Patients to a Roster

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Removing Patients

1. Find the patient in the roster
2. Click the remove icon
3. Confirm removal

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Billing Code Associations

Assign default billing codes to a roster:

1. Select the roster
2. Click Manage Billing Codes
3. Add or remove billing codes
4. These codes will pre-populate when creating claims for roster patients

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Facility Associations

Each roster can be associated with a facility:

• Claims for roster patients default to this facility
• Useful for multi-location practices
• Can be overridden on individual claims

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Filtering and Search

• Search by patient name or health card number
• Filter by roster
• Filter by facility
• Sort by name, last visit, or health card number

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Bulk Actions

Select multiple patients to:

• Move to a different roster
• Create claims for all selected
• Export patient list