Skip to main content

​
Overview

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

​
Accessing Patient List

Click Patient List in the sidebar navigation.

​
Viewing Patients

The patient list displays:
  • Patient name
  • Health card number
  • Associated facility
  • Roster membership
  • Last service date

​
Managing Rosters

​
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

​
Creating a Roster

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

​
Adding Patients to a Roster

  1. Select the roster
  2. Click Add Patient
  3. Search by name or health card number
  4. Select the patient from results

​
Importable Columns

The importer auto-detects columns by their header, so you don’t have to map fields manually. Any of the accepted header names (case-insensitive) work.
Only the health card is required — everything else is optional. Click Download Template on the import screen for a pre-formatted spreadsheet with every column.

​
Removing Patients

  1. Find the patient in the roster
  2. Click the remove icon
  3. Confirm removal
Removing a patient from a roster doesn’t delete their records or claims.

​
Editing a Patient

Click the pencil icon next to a patient in the roster to edit their details.
  • Demographics (name, date of birth, sex) update the shared patient record.
  • Admission date and Diagnostic code are saved as per-roster defaults for that patient — they apply only to this roster, so the same patient can have different defaults in different rosters. You can re-run health-card validation from the edit form to refresh the name, date of birth, and sex.

​
Admission date and diagnostic code defaults

These two fields act as fallbacks for the billing sheet:
  • When you create a claim for the patient and they already have a claim on that service date, that claim’s admission date and diagnosis pre-fill the billing sheet.
  • When they have no prior claim, the roster default admission date and diagnostic code pre-fill instead.
Both are optional, can be set during import (see Importable Columns) or in the edit form, and appear on the patient’s card in the roster once set.

​
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

​
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

​
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

​
Bulk Actions

Select multiple patients to:
  • Move to a different roster
  • Create claims for all selected
  • Export patient list