MyLists are workbooks of patient tables. They’re most often used in Outpatients and Surgery to manage waitlists and bookings, but you can save any patient list that’s useful to you. Each workbook can hold up to twelve lists, and because they refresh with the latest data, you’ll always be working with the most up-to-date view. Workbooks can also be exported to Excel or shared with colleagues. For an introduction, see 🔗What is MyLists?
📌Want a quick demo? Click here to jump to the interactive click through guide.
In this article:
Locating MyLists
Open Interact and select MyLists. If you’ve created lists before, one of your workbooks will open automatically. Use the central dropdown to switch between different MyList workbooks.
💡 MyLists that have been shared with you from your colleagues will appear under SharedLists
Creating MyLists
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In Explore, find the component with the table you want to save and apply the filters you need.
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Click the Activate button in the top-right corner of the table.
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In the activated view, click MyLists in the top-right corner.
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In the New MyList field, type a name for your workbook and click the green Activate button to create it.
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Click Add next to your new workbook in the MyLists menu to save the filtered patient list into the workbook.
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If prompted, customise which columns to include and the order they appear in:
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Deselect unwanted columns by clicking their names.
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To change order, clear all selections, then click the columns one by one in the order you want them displayed.
- Click Next when done.
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Give the list a name and click Add to save it.
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Repeat steps 1–3 and 5-7, to add more lists into the same MyLists workbook.
💡 Even if a filtered table says “No data available based on current filter selections”, you can still save it into your MyList. Because MyLists refresh automatically, any patients that later match your filters will appear in the workbook. This is particularly useful for auditing waitlists.
Editing and Manging MyLists
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Rename a workbook using the pen icon next to the central dropdown menu.
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Remove a single list by hovering over it and clicking the red delete icon.
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Reorder lists by dragging them from the three dots in the top-left corner.
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Share a MyLists with colleagues by clicking Share. See more in 🔗How to share a MyList.
- Export to Excel using the Export option. See more in 🔗How to export from SystemView.
- Delete an entire workbook by selecting Delete Workbook.
🖱️Interactive Guide
Follow this interactive guide to see how to create, edit, and manage MyLists.