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 filter patient activity on the Home page?
How do I use a Practice List?
Posted in Quick Help.