Responsible Party Fields

You can create lists of responsible parties and search for specific responsible party information in patient lists.

To create a Contact Expert report using the responsible party fields:

  1. Click the Contact Experts icon or select Functions > Contact Experts from the menu bar.

  2. In the List of field, select Responsible Parties.

  3. In the Sorted by field, select the sort option from the fields at the bottom of the window and the order in which to display the list.

  1. In the Search for fields, select Patient Fields, Communications Questions, or Responsible Party Fields.

Click the Where field, select a field option from the list at the bottom of the window, and select the conditions or criteria to apply to the search. 

  1. To save the search options, click Save and type a name for the saved search. Click OK.

  1. Click Search. The search results are displayed in a list.

 

Related Topics

Creating Contact Experts

Patient Lists

Communications Questions