Lists from the main form or use the Ctrl+L shortcut.
The following are descriptions and operations for categories displayed in the Lists
window:List Items
Patients
- Lists of all patients in the current database sorted by last name.
- Users are not allowed to add or delete patients in this form (or in the main form).
- Patients cannot be edited from this form. The patient's demographic and other information can only be modified from the main screen.
- Selecting a patient and clicking on the Edit button or double-clicking on a patient in the row will close the form and load the patient information in the main form.
- Lists the names of all the health care providers in the current database.
- By default, the list is sorted by last name.
- The user may modify a provider from the list using the buttons at the top of the form or by double clicking on a row in the grid.
- Lists all user accounts sorted by user name.
- Available only for users with roles of Administrator.
- The "admin", "data entry" and "read only" user names are maintained by the collection tool. These accounts may not be deleted and their roles may not be changed.
Buttons
Add
Adds a new user or provider. This button is not available if the selected item in the list is Patients. When adding a user or provider, a new form will be displayed. See the topics on adding and editing users or providers for more information.
Edit
Edits the selected record. If the selected record is a Patient record, the Lists form will be closed and the information of the selected patient will be loaded in the main form. If the selected record is a User or Provider, another form will be displayed, allowing the user to update the information. A shortcut is to double-click on a record or row.
Delete
Deletes an existing user or provider. This button is not available if the selected item in the list is Patients. See the topics on users and providers for information on rules on deleting users and providers.
Preview
Print previews the list.
Close
Closes the form.
Help
Displays the off line version of this help topic.
Other Operations
The following are additional operations that can be performed in the grid:
Sorting
The list may be sorted in ascending or descending order by clicking on the desired column. An arrow pointing up to the right of the sorted column indicates that the list is sorted in ascending manner [A-Z or 1 to 100]. An arrow pointing down indicates that the list is sorted in descending manner.
Grouping
The list may be grouped by column by dragging the column header into the rectangular area above it. It may be grouped by up to four (4) columns at a time. Once a list is grouped, the rows may be expanded and collapsed by clicking on the plus (+) or minus (-) sign to the left of the row.
Resizing Columns
The columns may be resized by positioning the cursor over the line that divides the columns and dragging it to the left or right. Resize the columns to adjust the list to fit on paper for printing.
Hiding Columns
When printing the list, it may be sometimes necessary to remove columns that are not needed. Follow these steps to hide/show columns:
- Select an item (Patient, Users or Providers) from the drop down list to show the Columns... button to the top right of the grid.
- Click the Columns... button to display the Hidden Fields window.
- Drag a column by its header and drop it to the Hidden Fields window.
- The column will then be removed from the grid and its header caption will be added to the items in the Hidden Fields window.
- To show the column, drag it from the Hidden Fields window and into the grid.
Rearranging Columns
To rearrange the columns, drag the column by its header and move it to the desired location in the grid. Keep the header in the same level while dragging it to the left or right.
Filtering
To filter the list of records, select an item from the drop down list in the Filter row for that column. Once an item is selected, the filter will be applied and the list will then be refreshed to display the filtered records. More than one filter can be applied. To remove a filter, select the Remove Filter button to the right of the drop down list in the filter row.
1. Filter Row Contains all the filter drop down lists.
2. Filter Drop down Select an item here to filter the list.
3. Remove Filter Click this button to remove the filter for the column.
Related Topics
Adding and Editing Users
Adding and Editing Providers