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

How do I update a patient’s status?

Step one: navigate to a patient’s profile

You can open a patient’s profile by searching for them in the top-right corner of any SHIIP page.

 

Step two: click on the ‘Patient Status’ button

The ‘Patient Status’ button is on the right side of the page. Clicking it will show a dropdown that includes the statuses that you have permission to update.

 

Step three: click on the status that you would like to update

After clicking ‘Patient Status’, there are three options that may be listed (depending on your account’s permissions):

  • Vital Status – you can change if the patient is alive or deceased.
  • Complex – you can update the patient’s complex conditions and complex status.
  • End of Life Care – you can indicate if the patient is currently receiving or not receiving end of life care.

Click whichever option/status you would like to update and follow the on-screen instructions.

Update Patient Status

Update Patient Status

How do I update notification settings on a Practice List?

Step one: navigate to the ‘My Patients’ page

In SHIIP’s main navigation bar, click on the ‘My Patients’ button. This will open a page that contains your organization’s practice list and your patient lists.

Step two: click on the notification bell to view your notification settings

The notification bell acts as both an indicator (it will be green if notifications are enabled) and a shortcut to view your notification settings. Alternatively, you may open your practice list by clicking on it’s name (shown as KFL&A Public Health below) and clicking on the ‘Notifications’ tab.

Manage Practice List Notifications

Manage Practice List Notifications

Step three: enable notifications and choose when you would like to be notified

Ensure that the enable notifications toggle button is set to a green ‘Yes’. Once notifications are enabled, additional notification options are shown.

First, check off ‘Notification through email’ if you would like to receive email notifications. Otherwise, your notifications will only be viewable while using SHIIP.

Next, select when you would like to be notified.

Notification Options

Notification Options

Step four: save your settings

Once your settings are saved, you should begin receiving notifications depending on when you chose to be notified.

How do I update notification settings on a Patient List?

Step one: navigate to the ‘My Patients’ page

In SHIIP’s main navigation bar, click on the ‘My Patients’ button. This will open a page that contains your organization’s practice list and your patient lists.

Step two: click on the notification bell to view your notification settings

The notification bell acts as both an indicator (it will be green if notifications are enabled) and a shortcut to view your notification settings. Alternatively, you may open your patient list by clicking on it’s name and clicking on the ‘Notifications’ tab.

Patient List Notifications

Patient List Notifications

Step three: enable notifications and choose when you would like to be notified

Ensure that the enable notifications toggle button is set to a green ‘Yes’. Once notifications are enabled, additional notification options are shown.

First, check off ‘Notification through email’ if you would like to receive email notifications. Otherwise, your notifications will only be viewable while using SHIIP.

Next, select when you would like to be notified.

Notification Options

Notification Options

Step four: save your settings

Once your settings are saved, you should begin receiving notifications depending on when you chose to be notified.