How to Use the Patient List Query Builder
Overview
The Patient List in DocStation features a powerful query builder that makes it easy to filter and find patients based on specific criteria. This guide walks you through using the enhanced filtering capabilities to extract patient data.
Getting Started
Navigate to the Patient List from your DocStation dashboard. You'll see a table displaying all patients associated with your organization's locations.
Building Patient Queries
Using the Query Builder
Open the Filter Panel
Click the filter icon or "Add Filter" button at the top of the patient list
The query builder panel will appear, allowing you to create custom filters
Select Filter Criteria
Choose from available patient attributes such as:
Demographics (age, gender, location)
Clinical data (conditions, medications, allergies)
Program enrollment status
Insurance information
Add Multiple Criteria
Click "Add Rule" to include additional criteria
Combine multiple filters to narrow down your search
Use "AND" logic to find patients meeting all specified conditions
Apply Your Query
Once you've configured your filters, click "Apply Filters"
The patient list will update to show only patients matching your criteria
Refining Your Results
Modifying Filters
Edit existing filters: Click on the Filters panel to adjust parameters
Remove filters: Click the "X" icon next to a filter criteria to remove it
Clear all filters: Use the "Clear current filter" under the Option menu to start fresh
Sorting Results
Click on column headers to sort by that field
Toggle between ascending and descending order
Saving and Exporting
Save Common Queries
If you frequently use certain filter combinations, you can save them for quick access in future sessions. This feature helps streamline routine reporting and patient list management.
Click the Options menu
Click Save Filter
Give the filter a name
When returning to the same filter, click "Load saved filter" in the Options menu and select the desired query.
Export Patient Data
Once you've filtered your patient list to show the desired results, use the export function to download the data for external analysis or reporting purposes. Click the download button in the top right corner. The resulting export will exactly match the query criteria and the selected table columns.
Tips for Effective Filtering
Start broad, then narrow: Begin with general criteria and add more specific filters as needed
Use date ranges: Filter by date ranges for time-based analysis (e.g., patients with values reported in the last 30 days)
Combine clinical and demographic filters: Create targeted patient segments for outreach or program enrollment
Save frequently used queries: Build a library of saved filters for common reporting needs
Common Use Cases
Identifying patients due for follow-up labs
Finding patients with specific conditions for program enrollment
Generating lists for quality measure reporting
Segmenting patients by insurance type or payer
Locating patients assigned to specific locations or programs
Need Help?
If you have questions about using the Patient List query builder or need assistance with specific filtering scenarios, contact DocStation support through Chat.