Viewing and Sorting Patients within an Audit Group

To view and sort the patients within an audit group:

1. From Clinical Audit, select the audit line required and the patient list displays in the Month/Year tab. 
   Training Tip - If no patients display, select Show Patients in the toolbar.
2. Right click within the patient list to display the right click menu:

   

   Select from the following options:

   • No Sort - Select to remove any sorting on the list.
   • Sort patients by Surname - Select to sort the patient list by surname (A - Z).
   • Sort Patients by Date of Birth - Select to sort the patient list by date of birth (eldest - youngest).
   • Reverse Sort - Select to reverse the order of the patient list, for example, if they are sorted by surname (A-Z) select Reverse Sort to sort by surname (Z-A).
   • Print this Group - Select to print the patient list.
     See Printing a Patient List for more information.
   • Save This Group - Select to save the patient list as a Vision 3 Patient Group:

     

     In Name enter a name for your group and select OK.

     Note - The Description automatically completes with the information from the audit line.
     Training Tip - Remember all Clinical Audits automatically save as Patient Groups.
     See our Patient Groups Help Centre for more information.
   • Copy - Select to copy the patient list to your Windows clipboard.
   • Open Consultation Mgr - Select to open the selected patient's record in Consultation Manager.
     See Getting Started in Consultation Manager for more information.