How to Manage and Update Clinical Lists

Clinical lists contain items that you select when documenting a patient's condition, such as medical alerts and patient chief concerns, as well as the clinical rules for your practice. You can update and manage the list items available for selection from the Administration tab.

Select Administration > Clinical to access the lists and rules for your practice.

When the selected list is displayed, you can filter and sort the list as needed, add to the list, or edit existing items.


Note: Items can also be added to these lists from the Search fields where the values are applied within the software. If you adding a Medical Alert, for example, and it is not in the drop-down list, you are prompted to create a new one.

Note: For Clinical Rules, select Edit Clinical Rules to view the settings and make changes.

Note: When you change the status of a clinical list item from Active to Inactive, it remains in any record where it has already been used, but is no longer available for selection.

For more information, see:
How to Enter a Patient's Current Medications
How to Enter Patient Allergy Information
How to Flag Allergies and Medications as Medical Alerts
How to Set Up Patient Chief Concerns
How to Manage Surgical Drugs and Gases