Using the Person Pick List

The Person Pick List provides direct access to clipboard data for each person in the list, and access to attached Yellow Sticky notes (Stickies) without launching the Clipboard.

Select Lists > People or click the button on the Toolbar.
The Person Pick List is displayed.

Columns display the chart number, name, contact information, and type indicators that identify the person's relationship to the practice.
Person types include: pi Patient, insured , pu Patient, uninsured , rp Responsible party, lw Lives with, ip Insured party, and rf Referral source.

To find a person:

Filter the list by selecting relevant People to include options.
Click the Chart # or Name column and enter search criteria in the Find field.

For a selected person, you can:

Click OK to launch the Clipboard.
Click Add Family to create a new Clipboard associated with the selected person.
Click Edit Person to access and edit information on the Clipboard.
Click Actions to select Documents to add, edit, or print, or to display a Prescription forms history.
Actions can be taken for the highlighted record, or for all persons displayed in the list.
View and access Yellow Sticky notes (Stickies) attached to the person's record. If notes are present, a yellow tile is displayed in the Stickies section, along with a number indicating how many notes are attached to that particular note type. Click the yellow tile to access the note.