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

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.

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

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

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

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.

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

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

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

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

Step four: save your settings

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

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

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

Step four: save your settings

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