> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Patient List

> Manage patient rosters and organize patients by facility

## 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

<Tabs>
  <Tab title="Search">
    1. Select the roster
    2. Click **Add Patient**
    3. Search by name or health card number
    4. Select the patient from results
  </Tab>

  <Tab title="Manual Entry">
    1. Select the roster
    2. Click **Add Patient**
    3. Choose **Manual Entry**
    4. Enter patient details
    5. Click **Add**
  </Tab>

  <Tab title="Import from File">
    1. Select the roster
    2. Upload a spreadsheet (`.xlsx`, `.xls`, `.csv`) or a patient-list PDF
    3. Review the preview — each row shows the name, OHIP, admission date, diagnostic code, and any issues
    4. Click **Import** to add the patients to the roster
  </Tab>
</Tabs>

### 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.

| Column          | Accepted headers                                            | Required     | Notes                                                                                     |
| --------------- | ----------------------------------------------------------- | ------------ | ----------------------------------------------------------------------------------------- |
| Patient name    | Patient Name, Resident Name, Name, Full Name                | Recommended  | A single `Last, First` column, or separate First Name / Last Name columns                 |
| Health card     | Health Card Number, Health Care Number, HCN, OHIP, Health # | **Required** | 10 digits. A version code may be appended (e.g. `6456462230NW`) or live in its own column |
| Version code    | Version Code, Version, VC                                   | Optional     | 2 letters. Needed to validate a health card                                               |
| Date of birth   | Date of Birth, DOB, Birth Date                              | Optional     | Filled in automatically from health-card validation when available                        |
| Sex             | Sex, Gender                                                 | Optional     | Filled in automatically from health-card validation when available                        |
| Admission date  | Admission Date, Admit Date, Admitted                        | Optional     | Per-roster default (see below)                                                            |
| Diagnostic code | Dx, Diagnosis, Diagnostic Code, Dx Code                     | Optional     | Per-roster default (see below)                                                            |

<Note>
  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.
</Note>

### Removing Patients

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

<Note>
  Removing a patient from a roster doesn't delete their records or claims.
</Note>

## 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](#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