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Patient Finder: Creating a Custom List
Patient Finder: Creating a Custom List

Learn how to create and save a custom Patient Finder list using filters

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

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.

In this article, we'll explore:

This is part of the Analytics Module. If you are not an Analytics customer and are interested in learning more, CLICK HERE to request a demo!

If you are an Engagement and Analytics customer, you can contact the support team to integrate your custom Patient Finder lists into your Engagement filters library.


Top Staff Picks and Popular Searches

Select a pre-made filter by clicking Top Staff Picks or Popular Searches. From here, you can customize and change the filters as desired.

  1. Click on each pre-made filter block to open it and preview the active list filters

  2. Click Edit Filters to make changes

  3. Modify active filters by clicking on the pencil icon. Click on the trash can to delete filters from the list. Click + Add Filter to apply an entirely new filter to the list

  4. When you're finished editing and/or removing filters, click Save and Done to update the patient list

  5. Click on Edit Table to modify the columns populated in the patient list. Deselect categories that you would like to remove from view

  6. Click on the Actions button to add a follow up or export the table

Click here to learn how to create Follow Ups from a Patient Finder list.


How to Create a Custom Patient Finder List

Follow the steps listed below to create a custom Patient Finder list:

  1. From the left side menu of Analytics, click on the Patient Finder

  2. To create a brand new list, click Start From Scratch

  3. By default, your new list will come with the following filters already applied:

  4. To make changes and/or add new filters, click Edit Filters

  5. Modify active filters by clicking on the pencil icon. Click on the trash can to delete filters from the list. Click + Add Filter to apply an entirely new filter to the list

  6. When you're finished editing and/or removing filters, click Save and Done to update the patient list

  7. Click on Edit Table to modify the columns populated in the patient list. Deselect categories that you would like to remove from view

  8. Click on the Actions button to add a follow up or export the table

  9. Click Save in the top right hand corner and add a Filter name to save your newly created list

Click here to learn about filter definitions.

Click here to learn more about how to export a patient finder list.


Saved Searches

Lists that you have created and saved will show in the Saved Searches section of the Patient Finder dashboard.

You can delete these by hovering over the list and then clicking on the trash can button, or edit them by clicking on the list.

Note: Patient Finder lists will automatically update as changes are made in your Practice Management Software. These updates will occur every 24 hours when we sync with your Practice Management Software. 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.

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