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 update a Saved Search?
How do I delete a Patient List?
Posted in Quick Help.