The census provides the ability to see a group’s active patient list: who is assigned to a patient, which patients have missing charges versus charges entered, flags, and more.
- You will find the Census via Menu > Census
Census (Collapsed)
Action Key
| 1. Assignments | 5. Wrench/Action (manage flags, link patient to message) |
| 2. Expanded Census | 6. Provider Assignment |
| 3. Census Search | 7. Calendar |
| 4. Census Filters | 8. Export to Excel |
Color Key
| Green | Charge entered |
| Red | Missing charge |
| Orange | Not seen |
| Purple | Requires edit; charges held |
Census (Expanded)
Action Key
| 1. Assignments | 5. Wrench/Action (manage flags, link patient to message) |
| 2. Expanded Census | 6. Provider Assignment |
| 3. Census Search | 7. Calendar |
| 4. Census Filters | 8. Export to Excel |
Census Assignments
To assign providers to patients, click the check box located left of the census search, then select patients. After one or more patients are selected, pick one of the following actions:
Action Key
| Assign To: copy prior day assignments or assign patients to a provider via a drop-down list |
| Ignore Missing Charges: this will excuse missing charges for the selected patients on your active day of service |
| Set Not Managed After: this will remove all checked patients from the census after the selected date |
Tip 1: To select all patients, click Select All (left of date)
Tip 2: To close census assignments, click the X icon on the actions menu
Census Search
- Census Search provides the ability to search for patients on your active group’s census. Your active group will be shown in the top header.
Search All Patients
- To search all patients/visits for a location, click the Magnifying Glass located in the top header. This search option will look for patients assigned to your group and any historical visits at a given location.
- After selecting the magnifying glass, a search window will appear asking for the patient’s information. Note: if the patient’s admit date was greater than two weeks ago, be sure the admit date is filled in.
- If a normal census search does not yield results, select the Continue Searching option. This will present the option to search for all patients.
- If the continue searching option yields no results, an Advanced Search will broaden the search criteria to find the patient.
Census Filters
Census filters provider the ability to change what information is displayed on the census. The census can be filtered or sorted using one or more of the following actions:
Action Key
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