Case lists

In this section you’ll find information about about managing case lists.

Adding a new case list

Department lists display all patients that have an open enrollment with the department selected. Department lists are updated automatically when patient enrollments start or end.

Role lists display all patients that are associated with a particular role. Role lists are maintained automatically depending on the Contacts defined within the patient’s Professional Contacts.

Caseload lists display all patients that come under a particular staff member’s caseload.

To add a new list, click on the New Case list button next to the My List drop-down.

This will open the Add Case list screen to allow you to select the type of list you would like to create.

Select the type of Case list you would like to add and then select the specific Department, Role or Staff member. 

Click Add Case list.

The selected list will show as a drop-down on your Case list screen and will remain for future use.

When the patient’s association with that list ends (e.g. an enrollment ends), they will automatically be removed from the list but will still remain in Atmoforms.

You can create as many lists as you need to support your work. Simply repeat the steps above. 

To navigate from one case list to another, click on the arrow alongside your current case list and then choose the case list you wish to view from the list. 

Removing a case list

To remove a department, role or caseload list, simply click Close Case list.

Adding patients to My List

There are multiple ways you can add patients to My List:

  • Searching for a patient by using the main search bar and advanced search
  • Department lists
  • Role lists
  • Caseload lists

To add a patient to My List, search for the patient using the main search bar located at the top right of each screen.

Click on the main search bar and type the name of the person you are searching for. As you start to type, Atmoforms autofilters allowing you to find the person you are looking for quickly and efficiently. You can also search against other unique identifiers such as date of birth, location and identifier.

When you find the patient you are looking for, select their row to be taken to the Summary screen. If your organisation is using Atmoforms in research mode you will be taken to the Forms screen.

To add a patient to your list from the patient record itself, click on the star to the right of the patient’s name and it will turn gold.

Once the grey star has turned gold, this confirms that they now appear on My List.

To see your updated My List, click on the Case list menu at the top of the screen. The patient that was selected will now appear.

You can perform a more detailed search for patients by using the Advanced search function. Click on the main search bar and start to type an identifier. If the patient you want is not showing in the search list that appears, click on the magnifying glass or Advanced search link at the bottom of the list.

The Advanced search screen will open. Complete the search criteria fields which include forename, middle name, surname, gender, identifier, date of birth and zip code, with any number of combinations.

Click the Search button and the Advanced search results will show. Your selected search fields will be listed across the top of the screen.

Add the patient to your Case list in the same way as before, click on the patient name and then click on the star.

Adding a patient to My List using other lists

You can use the Department, Role and Caseload lists to add patients to My List.

To add a patient, open a Department, Role or Caseload list. This displays a list of all patients who have an open Enrollment for this Department or an active Role in their Contact details. These lists are displayed alphabetically and displays 15 records per page. You will see the total number of patients in this list in the pager section. You can learn more about the features of a case list here.

You can scroll through any list to find the patient you would like to add, or you can search for them in the Filter Patients box.

To search a particular list, type the patient’s name into the Filter Patients box, as you would in the main search box. You can search by name or by other unique identifiers (e.g. date of birth, location, ID number).

Once you have identified the patient you would like to add, click on the grey star at the end of the relevant row, and this will add them to My List.

The star will change colour from grey to gold to show that the selected patient has been added to My List.

Click on My List and you will see the patients that you have added from the Department, Role or Caseload lists.

Removing patients from My List

To remove a patient from My List, simply click the gold star at the end of the row of the patient you wish to remove.

The star will turn grey and the patient will be instantly removed from My List. Removing a patient from My List does not delete them, it only removes them from your personal list (My List).