Viewing my patients list as a group leader

A group leader can view a patients list for each member in their group. This is the number of patients that have that group member set as their primary provider.

As group leader, you can use the list to properly assess the members' progress with their patients and to confirm they are completing their treatments correctly.

To view a list of my patients

1. On the My Patients List tab of the Ongoing Patient Care page, select a group from the Group Name drop-down list.

   

   A list of the group members displays with their full name and the total number of patients that have them set as their primary provider.

2. Select a listed provider to display their assigned patients.

   

   The page includes the following columns:

   • Patient - Displays the first and last name of a patient as a link to the patient's Overview page. If a patient is a simulation (sim) patient, they display with a SIM label.

   • Date of Birth - Displays the birth date of the patient.

     Note: If enabled for your institution, a POE column displays in place of the Date of Birth column.

   • POE - Displays the completion date for the latest periodic oral evaluation (a D0120 procedure) associated with a patient. This column only displays if enabled for your institution.

     Note: If a periodic oral evaluation is not associated with a patient, the completion date of the latest comp exam (a D0150 procedure) displays, and if neither procedure is associated with a patient, a link to book a periodic oral evaluation or a comp exam displays.

   • Last Appointment - Displays the date and time of the patient's most recent appointment in the MM/DD/YYYY HH:MM [AM or PM] format. You can clicktap the date and time link to navigate to the patient's Appointments page > Recare tab.

   • Next Appointment - Displays the date and time of the patient's nearest future appointment in the MM/DD/YYYY HH:MM [AM or PM] format. You can clicktap the date and time link to navigate to the patient's Appointments page > Recare tab. If the patient doesn't have any scheduled future appointment, a No future appointments to show message displays.

   • Reason for Next Appointment - Displays a list of procedure(s) attached to the patient's next appointment. You can clicktap the listed procedure(s) to navigate to the patient's progress notes.

   • Note - Displays an icon that is used to document important notes, such as the next steps in the patient's care. You can clicktap the icon to open the note and display in view-only mode or add a note. You can also hover overtap and hold the icon to see a preview of the last five changes to the note as well as the date and time of the updates.

     Tip: If any updates were made by another user, the icon displays as until you fully open the note.

     Note: You must have the Update patient informationsecurity right to add and edit notes.

     Important: These are not associated with patient notes on the patient's Overview or Patient Information pages.