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Orion Beta Online Help

Create custom patient list

Create and save a custom patient list by choosing which columns to show and which filters to apply. Save the list so you can reuse the same view from Custom lists.

  1. From the toolbar, click Patients.

  2. From the Patient lists pane, next to Custom lists, click the Edit icon ( OR_Icon_Edit.png ).

  3. At the bottom of the Custom lists window, click Create new.

  4. In the List name field, enter a name for the list.

  5. In the Filters window:

    1. Choose the filter categories you need. For descriptions of the filter types, see Manage patient lists.

    2. Set the specific filter values and click Apply.

    3. Click Apply.

  6. Click Next.

  7. Click Sort by and select the column to sort the list by, then click Apply.

  8. From the Columns section:

    1. Select the columns to show. For descriptions of the column types, see Manage patient lists.

    2. If you need averaged metrics, from the Time range list, select the number of days of data to average.

    3. To reorder columns, click and drag them.

  9. Click Save.

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