Custom List Editors

Use the Patient Custom List and Responsible Party Custom List editors to create the lists of responses you can choose from to fill in the list-specific user defined fields in your patient folders. You can subgroup the responses you enter into patient folders as needed.

Open a Custom List Editor

Select Editors from the Tools section of the Home ribbon bar. Then, from the Patient / Responsible Party section, open the Patient Custom List or Res Party Custom List editor. (You can also use the Search field to look for the editor you want to work with.)

Custom List Details

Create a New Description - Click New. Then enter the details for the new record.

Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed.

Delete Descriptions - Click the record you want to remove, then click Delete. The description is removed from the list, but not removed from any patients that already have the description assigned to them.

Save Changes

Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Use Custom List Responses

Patient Custom List Response - (i.e. Hobbies.) The field that uses this list is found on the Patient Information Panel. See "User Defined Fields Editor" for details about naming the field.

Responsible Party Custom List Response - (i.e. Occupation; Call Time.) The field that uses this list is found on the Responsible Party page of the patient folder. See "User Defined Fields Editor" for details about naming the field.