OfficeMate User's Guide - OfficeMate Software Solutions

Using the Quick List
Chapter 14 Using the Task Manager, Quick List, & Internal Bulletins
Using the
Quick List
You can use the Quick List to efficiently move patient information from one window
to another window in OfficeMate. Patients are added to the Quick List each time you
use their records and when their appointments are scheduled on the current day. The
Quick List can be very beneficial to network users because every time a patient’s
record is accessed at one computer, it is added to the Quick List and can be accessed
at other computers in the network. This section tells you how to use the Quick List,
including how
• To open the Quick List, 518
• To add patients to the Quick List, 519
• To use the Quick List, 520
• To remove patients from the Quick List, 521
To open the Quick List
Open the Quick List window using one of the following methods:
• Click the QL/To Do icon and select Quick List.
• Click Tasks on the main window toolbar and select Quick List.
The Quick List window opens.
Notes
• If you want the Quick List to display automatically when you open
OfficeMate, select the Yes radio button next to the Display quick list
on startup Other system preference. For more information on
modifying Other OfficeMate preferences, go to the “Getting Started”
chapter of the OfficeMate Home Office User’s Guide.
• The HIPAA column is color coded to quickly notify you of the status
of the patient’s HIPAA documents. If the column is red, the patient
did not sign the HIPAA documents; if the column is green, the
patient read and understood the HIPAA documents; and if the
column is yellow, the patient read and modified the HIPAA
documents.
• To sort the list by patient, phone number, or appointment, click on
the column headings.
• Although the Quick List automatically refreshes, you can click
Refresh to refresh the Quick List manually.
• To display patients with appointments only, select the Appointment
Only check box and click Refresh.
518 OfficeMate User’s Guide