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

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

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

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

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.