Using the Quick List in OfficeMate

You can use the Quick List to efficiently move patient information from one window to another window in OfficeMate. Patients are added to the Quick List each time you use their records and when their appointments are scheduled on the current day. The Quick List can be very beneficial to network users because every time a patient’s record is accessed at one computer, it is added to the Quick List and can be accessed at other computers in the network. This topic tells you how to use the Quick List, including how

  1. Open the Quick List window using one of the following methods:
  2. Click the QL/Tasks icon and select Quick List.
  3. Click Tasks on the main window toolbar and select Quick List.

    The Quick List window opens.

    • If you want the Quick List to display automatically when you open OfficeMate, select the Yes radio button next to the Display quick list on startup miscellaneous system preference. For more information on modifying miscellaneous OfficeMate preferences, go to Setting Up Preferences for OfficeMate.
    • The HIPAA column is color coded to quickly notify you of the status of the patient’s HIPAA documents. If the column is red, the patient did not sign the HIPAA documents; if the column is green, the patient read and understood the HIPAA documents; and if the column is yellow, the patient read and modified the HIPAA documents.
    • To sort the list by patient, phone number, or appointment, click on the column headings.
    • Although the Quick List automatically refreshes, you can click Refresh to refresh the Quick List manually.
    • To display patients with appointments only, select the Appointment Only check box and click Refresh.
    • To display patients who are assigned to all providers, select the All Providers check box. To display patients who are assigned only to the provider logged into OfficeMate, deselect the All Providers check box. The All Providers check box is only active when a provider is logged into OfficeMate. Staff members logged into OfficeMate will see all providers displayed in the Quick List.
  1. Click the QL/Tasks icon and select Quick List.

    The Quick List window opens.

  2. Click New.

    The Add New Patient Record window opens.

  3. Use the instructions in Creating and Opening Patient Records to add a new patient record or open an existing patient’s record.

    The patient appears in the Quick List after you click OK on the Patient Demographic window.

Use the Quick List in one of the following ways:

  • Click on a patient’s name in the Quick List window and drag and drop the patient on one of the OfficeMate icons to open an OfficeMate window for the patient.
  • Right-click on a patient’s name and select an appropriate option to open an OfficeMate window for the patient.
  • Right-click on a patient’s name and select Room to open the Patient Room window, select the room in the office where the patient is currently located, and click Save to denote the patient’s location on the Quick List.
For information about maintaining a list of office room locations, go to To add list box selections.
  1. Click the QL/Tasks icon and select Quick List.

    The Quick List window opens.

  2. Select the patient and click Remove.

    The Remove Patient window opens.

  3. Click Yes to remove the patient from the Quick List.