EHR: Generate a Patient List
Patient lists for can be generated for a single condition or many. The intended purpose is for quality improvement, reduction of disparities, and research or outreach. This was a measure in EHR Stage 1 and 2, but is not a reporting requirement for Modified Stage 2.
- On the EHR Dashboard, click Generate List (Patient List row, Click to Take Action column).
When you first open the window, there will be no data elements. As you select criteria, a line item will show for each.
- Click a button on the right to add criteria. Some criteria have start/stop date options.
Birthdate: Include patients greater than, less than, or equal to a certain age.
Problem: Include patients with a certain Problem, ICD-9 or SNOMED CT code.
patients with a certain Medication.
LabResult: Include patients with lab results for a specific LOINC code that are greater than, less than, or equal to a specific value.
Gender: Include gender information in the list.
Comm Pref: Include patients with a specific communication preference as set on the Reminders window.
Allergy: Include patients with a certain Allergy.
- Click Results to generate the list based on the criteria defined. To sort the list by a specific criteria, click on a column header.
- To print the list, click Print.
List criteria will not be saved when you close the Patient List window. Each time you generate a list, you must define the criteria you want.
For EHR supporting documentation we recommend saving screenshots of the criteria and generated list.