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Find Patients with Elation's Patient List

Last Updated: Feb 09, 2018 03:16PM PST

The Patient List, under "Reports" allows you to run complex searches and generate specific lists from your entire patient panel. Every list that you generate, you can then export to an Excel-compatible spreadsheet for further analysis. You can also download a list of all your patients' full demographic information (address, phone numbers, etc) at any time. 

In this article, you will learn:

  1. How to generate a Patient List
  2. Available Search Filter Criteria
  3. What's in a Patient List Report's contents (Specific Columns)

How to generate a Patient List

1. Start by selecting the group of patients you'd like to search through.

Choose patients based on:

  • Provider - patients of a specific provider* in your practice, or patients of the entire practice
  • Last Seen (Last Signed Visit Note) - patients seen within a specific timeframe
  • Patient Passport Status:
    • Registered user
      Patients who have an active Elation Passport account
    • Invited, not registered
      Patients who have been invited to Passport, but have not yet signed up
    • Not invited
      Patients who have not been invited to Passport

2. Select the search filter criteria for your patient list.

You can filter by multiple criteria at once - e.g. age, gender, active problems, and active allergies. Find the full list of criteria below.

3. Click "Generate List"

*Patients are classified as belonging to a given provider if that provider is listed as their Primary Provider in Practice in their demographics.

Available Search Filter Criteria

1. Demographics

You can search for patients that meet specific demographic criteria, including:

  • Age Range
  • Gender
  • Race
  • Ethnicity
  • Preferred Language
  • Preferred Contact Method

2. Clinical Data

Search for patients that meet or do not meet specific clinical criteria, including:

  • HCC Score
    Search for patients with an HCC Score Above, Below, or Between a certain number.
  • Most Recent Lab Results
    Search for patients who have or do not have specific lab values for Hemoglobin A1c, Total Cholesterol, LDL-Cholesterol, HDL-Cholesterol, and Triglycerides 
    **only applies for patient charts that have "discrete" lab values, that is, lab values imported electronically into the chart and not just faxed)
  • Active Problems
    Add problems to this filter by name or ICD-10 code. Only patients that have your specified problems listed as Active in their Problem List will appear in the search results.
  • Active Medications
    Search for patients who have or do not have a specific medication listed in their active medication list.
  • Active Allergies
    Search for patients with/without specific active allergies
  • Patient Tags
    Search for patients with/without specific tags on their charts
  • Vaccinations
    Search for patients who have or have not received a specific vaccination within the specified time frame
  • Document Tags
  • Search for patients with/without specific tags on documents in their charts (insurance cards, types of visits, reports like colonoscopies)

​For example, if you were to pull a list of patients who do have diabetes, the Active Problems section would look like this:

You can also search for patients who do not have diabetes:

You can combine your search terms to look up information, such as which patients do not have diabetes, but do have hypertension, and are taking Captopril. 

It's also possible to specify strictness of your query. Do you want to find a list of patients that meet all of the specified criteria or any of the criteria? For example, you can check if patients are taking one of a variety of drugs, by selecting the “any” option, as seen below.

3. See your entire patient panel by setting the filters 1. Provider --> Entire Practice; 2. Last Seen --> Any Date, then clicking "Generate List". 

What is included in a Patient List Report's contents

Assuming your search yields results, each patient that matches your search criteria will appear with the following information:

  • Patient Name: "First Name, Middle Name, Last Name"
  • HCC Score
  • Date of Birth / Age
  • Gender
  • Preferred Contact Method
  • Contact*
  • Last Appointment
  • Next Appointment

*Contact Method is obtained from the "Contact" field in the Patient Details dialog in the Patient Chart.

You may sort the Patient List report by Name, HCC Score, Date of Birth / Age, Gender or Contact Method by clicking on the Column Headers. Clicking on the patient name within the Report will also open the Patient's Chart.

To print or save your patient list export, click "Download CSV" to save the list as an Excel-Compatible file you can open and edit on your computer. If needed, you can do more advanced data analysis in Excel.

The spreadsheet that is exported contains the following information:
  • Patient Name: "First Name, Middle Name, Last Name"
  • Date of Birth
  • Gender
  • SSN
  • Address information
  • Phone Numbers
  • Email
  • Preferred Pharmacies
  • Preferred Contact Method
  • Primary Provider in the practice
  • Primary and Secondary Insurance Information
  • Race. Ethnicity, and Language
  • Any Demographic Notes
  • Last Appointment
  • Next Appointment

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