Adding Patients from Search - Adding Patients from Search - OnBase - Patient Window - OnBase/Patient-Window/Foundation-23.1/Patient-Window/Patient-Window-Usage/Patient-Lists/Creating-a-Personal-Patient-List/Adding-Patients-from-Search - Foundation 23.1 - Foundation 23.1

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License
ft:lastPublication
2025-04-01T15:30:08.126000
ft:locale
en-US

Using Patient Search or Scheduled Patient Search, you can add patients to any personal list that you created.

To add patients from the search results screen:

  1. Retrieve patients using either Patient Search or Scheduled Patient Search.

    For information about these search methods, see the following topics:

  2. From the search results, select the patients you want to add to a personal list.
    Tip:

    To select multiple patients, press Ctrl as you select each one, or Shift-click to select multiple patients in a row. You can also click and drag your pointer to select multiple patients.

  3. Click the Add Patients to List button.
  4. Select a list to add the patients to. You can add patients only to personal lists you created.
  5. Click Save. A confirmation is displayed.
  6. When finished, click the Patient List button to return to the Patient List screen.