The Same Patients, With More Control
We're rolling out a new way to work with your patient list. It's available now, and you can switch to it whenever you're ready.
Turning It On
Open the Patient List from your dashboard
Click the toggle in the top right
Select Try it
Not for you yet? Select Back to the old list from the same toggle to go back. You can move between the two as often as you like. This will become the default view for everyone in the coming weeks, so it's a good time to get familiar.
Customize Your Columns
Add, remove, reorder, and resize columns to show exactly the patient data you care about.
Add or remove a column: open the column menu and check or uncheck the fields you want to see
Reorder columns: drag a column header to a new position
Resize a column: drag the edge of a column header
Building Patient Queries
Describe Who You're Looking For
You can also just describe the patients you want to find, in your own words, like "patients on Medicare who haven't had a claim in 90 days." The list will do its best to match your description. For more precise or repeatable filtering, use the query builder below.
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
Richer Reports
Patient data now feeds into your dashboards, so you can report on patient counts and trends the same way you already report on claims and tasks.
Need Help?
If you have questions about the new Patient List or need assistance with specific filtering scenarios, contact DocStation support through Chat.