Identifying specific lists of patients will save you tons of time when making outbound attempts to schedule or connect with patients. Determining these patients has been simplified through our Patient Finder tool. You can add custom filters to your patient base to narrow down what types of patients are the most valuable. To save a Patient Finder list, you must first create one. Follow the steps listed below!
Note: Patient Finder lists will automatically update as changes are made in your Practice Management Software. These updates will occur when we sync with your Practice Management Software, this is on a 24 hour sync time. If a patient no longer matches the criteria set through the filters, they will be removed from the list. This will also identify patients that match the criteria and populate them on the list if they did not previously.
How to Create and Save a Custom Patient Finder List
Step by Step Instructions:
Go to Patient Finder
You can create a brand new list by selecting Start From Scratch
Then create a list by using the filters that appear when you select Edit Filters then click Add Filters
Or you can select a pre-made filter by clicking into one of the Top Staff Picks or Popular Searches. From here you can customize and change the filters as needed
You can follow the same process of adding filters, or editing the active filters by selecting the Pencil Icon. You can even select the Trash Can to delete existing filters you no longer need
When you're finished applying or editing filters, click Save and Done. This will take you back to the list of patients found that match your filters
Click Save in the top right hand corner and enter in a Name to save it as
These saved lists will appear in your Saved Search section
You can delete these by selecting the Trash Can icon or edit them by clicking into them and following the same steps listed above
To learn what each filter means and how you can use it to create specific lists of patients, click here!
Now that you have created and saved your custom list, refer to these articles to learn about compatible tools you can utilize with the Patient Finder: