Patient Worklists

The Patient Worklist provides a quick way to navigate between patients. It gathers names from different parts of HealthTrack and displays them in a simple, scrollable list.

What the Worklist Does

• Collects patients from anywhere you see a Send to Worklist or To Worklist button.

  Populates automatically after you:

  • Send patients to the Worklist.
  • Complete an Advanced Search.
  • Request a list of Recent Patients.
• Appears on the left side of your HealthTrack main screen.

Navigating the Worklist

Click a patient in the list to open their record immediately.

• Use the Previous and Next buttons to move through the list one record at a time.

Searching Within the List

• Use the search fields beneath column headings (e.g., Family Name).

  The list filters as you type.

  To restore the full list:

  • Delete your search text, or
  • Click the x button at the bottom of the list.

1. Right-click the patient you want to remove.
2. Select Remove row.
3. The patient will be deleted from your Worklist.

Printing the Worklist

1. Click the Printer icon.
2. A preview report will appear.
3. Print as needed for records or reference.

Save a Patient Worklist

The list of patients on your worklist can be saved to access again at a later date, or to share with another user. A saved worklist will only include the patients on the list at the time of being saved.

1. Select the Manage button.
2. Enter a List Name.
3. Select or clear the Private checkbox to indicate whether other users can view this worklist.
4. Select the Confirm button.

Load a Saved Patient Worklist

Once a worklist is saved, it can be accessed again.

1. Navigate to Edit > Patient Worklist.
2. Select the Manage button.
3. Highlight the worklist you would like to view.
4. Select the Load option.
5. Select the Confirm button.

The Patient Worklist window will now populate the list of patients on this worklist at the time of being saved.