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Using the Listing screens
The Listing screens show the results of the last search or a predefined list on the first opening.
The Patient Listing has been used in the examples, but please review the diagrams below for guidance on functionality that works the same across all other lists in the software – getting to know these functions well will save you lots of time!


Key Points
Lots of options are contained within the various popovers, however, here are some key points on using the Listings.
- Clicking on selected column headings will sort the records by that category (e.g. Patient Name), generally in ascending order. You can also use the custom sort option underneath the Options button.
- Use the SLS (Saved Lists and Searches) to save and recall either the Last Search criteria or the current list of records. Very useful function for saving time!
- System Admin users can Shift + click the List icon to access the Table View.
- Use the Go Related function (bottom right) on the list to create a new window with just the related records showing. e.g. You can create a List of ALL the medications for the listed Patients.
- Most Lists are able to be printed or emailed as PDF’s. Use the ‘Share’ icon to view the options available for the list you are on.
- Get to know the ‘Advanced Search Functions‘ – very powerful for isolating and analysing data!
- The Module Navigation icon (top right) also holds a heap of general and useful functions to explore.
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