How do I delete a Saved Search?

Step one: navigate to the Patient Search page

Once you are there, select the saved search that you would like to delete.

 

Step two: after your saved search loads, click the red ‘Delete’ button

After clicking the ‘Delete’ button, your saved search will be removed.

Delete Saved Search

Delete Saved Search

 

How do I use a Saved Search?

If you haven’t created a Saved Search yet, check out this article first. After saving a search, you will be able to use it in three locations:

  • On the Patient Search page: this is the same page where you would have saved the search. This acts as quick way to find all of the patients that match your saved search’s filters.
  • On the Home page: you can see recent acute care activity for patients that match your saved search’s filters
  • On the Acute Care/Indicators dashboard: you can see acute care indicators for patients that match your saved search’s filters
  • On the Care Coordination dashboard: you can see care coordination indicators for patients that match your saved search’s filters

Your saved search will be available as an option under the ‘Patient Population’ filter. An example is below.

Saved Searches & Patient Activity

Saved Searches & Patient Activity

 

How do I update a Saved Search?

Step one: navigate to the Patient Search page

In the top right corner, you should notice a dropdown that lists all of your saved searches. Select the search that you want to update.

Saved Search Dropdown

Saved Search Dropdown

 

 

 

 

 

 

Step two: click the red ‘Delete’ button

Once you search is selected, you should notice a red ‘Delete Search’ button. Simply click that button and SHIIP will delete your search.

Saved Search Delete

Saved Search Delete

How do I save a search?

Step one: navigate to the Patient Search page

To save a search, you must be on the Patient Search page. You must also select a valid patient population, as SHIIP only allows you to save searches on a non-global patient population. You can choose between your organization’s practice list or any of your custom-made patient lists.

Patient Population

Patient Population

 

 

 

 

 

 

 

 

Step two: add filters in the ‘Additional Filters’ section

Once you’ve selected a valid patient population, you will see an ‘Additional Filter’ section show. You can add as many filters as you would like. For more information on the available filters, please view this page.

You’re now ready to save a search. Click the green ‘Save Search’ button and enter a name for your search. Once you’ve entered a name, click ‘Save Search’ on the pop-up window.

Note: SHIIP will only allow you to save a search that would return less than 3,000 results. In order to save a search, you may need to add additional filters to narrow down your search results.

Saving a New Search

Saving a New Search

 

 

 

 

 

 

 

Step three: use your saved search

Now that your search has been saved, you can reload it anytime on the Patient Search page. If your account has the appropriate permission set, you can also use it as a patient population on the Home page, the Acute Care dashboard, the Indicators dashboard, and the Care Coordination dashboard.

Saved Search Patient Population

Saved Search Patient Population

How do I delete a Patient List?

Step one: navigate to the My Patients page

To delete a patient list, you must be on the My Patients page. On this page, you will see a list of your patient lists.

 

Step two: click the delete icon next to the patient list you want to delete

For each patient list you have created, there is a red garbage can icon. Clicking that will delete your patient list.

 

Delete Patient List

Delete Patient List

How do I create a Patient List?

Step one: navigate to the My Patients page and click ‘Create Patient List’

You can only create a patient list from the My Patients page. Once you are there, click the green ‘Create Patient List’ button in the top right corner.

Create Patient List

Create Patient List

 

Step two: enter a name and description for your new list

Each list that you create requires a name. Descriptions are optional, but we suggested entering some additional information about your list, such as; why it was created, who it was created for, when to use it, etc.

Create Patient List Step One

Create Patient List Step One

 

Step three: (optional) add patients to your new list.

If your list will only have a few patients at first, this is a good spot to add them! Otherwise, you can move on to the next step. You will also be able to add patients to your list after it is created.

Create Patient List Step Two

Create Patient List Step Two

 

Step four: (optional) set notification settings for your new list

You can choose to be notified when certain patient events happen. By default, SHIIP displays notifications when you are signed in. You may also choose to receive email notifications. For more information on notifications, please view this page.

Create Patient List Step Three

Create Patient List Step Three

 

Step five: click the green ‘Finish’ button

After clicking ‘Finish’, your list will be created. You can use it as a patient population on the Home page and most of the dashboards. If you would like to add additional patients, you can do so via a patient’s profile or on the advanced search page.

How do I filter patient activity on the Home page?

Step one: ensure that you are on the Home page.

Filtering Patient Activity

 

Note: If you do not see the above filters or table, your account does not have access to patient activity on the Home page. If you have any questions regarding your permissions, please contact us.

 

Step two: update ‘Patient Population’ or ‘Date Range’

There are two filters available on the Home page:

  • Patient Population -This is where you can filter patient activity for a specific group of patients.
    • Practice List – This is a list of patients that have a connection to your organization.
    • Patient List – This is a custom list defined by you.
    • Saved Search – This is a custom search defined by you.
  • Date Range – This allows you to see patient activity with a specified time frame. These are predefined options.

How do I manage a Practice List?

Step one: navigate to your organization’s practice list

You can navigate to your organization’s practice list by clicking on ‘My Patients’ in the navigation bar. Once there, click on your organization’s name in the practice list section to continue.

Manage Practice List

Manage Practice List

Step two: if you have valid permissions, you can add/remove/confirm patients on this page

On this page, you can do the following:

  • Confirm patients that have been automatically added to your organization’s practice list
  • Remove patients from your organization’s practice list (SHIIP is still able to automatically add the patient back)
  • Exclude patients from your organization’s practice list (SHIIP will not automatically add the patient back)
  • Add patients to your organization’s practice list
Manage Practice List

Manage Practice List

How do I use a Practice List?

Quickly search for patients

You can search for patients on your organization’s practice list by typing a partial name or health card number. This should be considerably quicker than performing a global search by exact health card number or name and date of birth.

As a patient population for patient activity and dashboard reports

Many features in SHIIP require a valid patient population, and your organization’s practice list acts as your ‘default’ population.

To be notified when specific patient activity happens

You can set notification settings on your practice list that permit SHIIP to notify you during specified patient activity. You can choose to receive notifications only in SHIIP or, additionally, by email.

How do I view a Practice List?

Step one: navigate to the ‘My Patients’ page

To view your organization’s practice list, navigate to the ‘My Patients’ page via the top navigation bar.

Step two: click on your organization’s name in the ‘Practice List’ section

Open up your organization’s practice list by clicking on your organization’s name in the ‘Practice List’ section.

Manage Practice List

Manage Practice List