IWeb logo  IWeb 5.17.5 User Guide

Manage Population

Depending on user access level and permissions, and after an organization has been selected, the Manage Patient Population link becomes available in the Patient menu. The Manage Patient Population feature allows providers to manage their own patient lists. Users must have the Registry Client, Organization Client, or Facility Client access level in order to access the page.

To manage patients owned by an organization/facility, click the Patients > Manage Population menu link. The Manage Patient Population page opens. Limit the report as needed and click Search.

The ownership and service options work along with the Patient Status filter to determine which patients are displayed in the report. Use the guidelines below to produce the results that best meet your needs:

For more information about Patient Active/Inactive Status (PAIS) and how it works in IWeb, see Notes about IWeb and SMaRT AFIX in the IWeb Administrator User Guide.

The following are the available parameters for running the patient list report:

Field/Option Description

Limit Report By

Select one of two options for limiting the report:

  • Search for patients owned by my Organization/Facility - An organization/facility gains ownership of a patient when they do not have the Automatic Ownership Blocked option enabled and they create a new patient in the IIS or administer a vaccination

  • Search for all patients that I have vaccinated (default) - This includes patients that were vaccinated by the organization/facility in the past, but who may or may not have been vaccinated by another organization/facility since then

This filter works with the Patient Status filter; see the explanation above for more information.

Patient Status

To limit the report by patient status, select it from the drop-down list:

  • All (default)

  • Active

  • Deceased

This filter works with the Limit Report By filter; see the explanation above for more information.

Patient Birth Date Range

To limit the report by patient birth date range, enter the From and Through dates for the date range.

Vaccination Date Range

To limit the report by a specific vaccination date range, enter the From and Through dates for the date range.

Once Search is clicked, the patient list results appear in a section on the page called Patient Population Results.

The following information is displayed in the Patient Population Results list:

Field/Option/Button Description

Show ____ entries

To change the number of entries that appear in the list on the page, select the number from the drop-down list (10, 25, 50 or 100).

Search

To narrow the search results or locate a specific patient in the list, enter a few characters of the patients first or last name, birthdate, or owning organization/facility in the search field. The list narrows automatically.

Previous / Next Buttons

If more than 250 results are found, Previous and Next buttons appear above the list. Click a button to load the next (or previous) 250 results. To move within the 250 results, click the arrow buttons located below the list.

Patient ID

The patient's ID number. Click the link to view the patient demographic information in a pop-up window.

Patient Name

The patient's name.

Patient DOB

The patient's date of birth

Last Vaccination Date

The date that the patient was last seen for a vaccination.

Owning Organization

The name of the organization that owns the patient. Authorized users can change the owning organization by selecting it from the drop-down list, or remove the patient by selecting I no longer own this patient from the list.

Owning Facility

The name of the facility that owns the patient. Authorized users can change the owning facility by selecting it from the drop-down list, or remove the patient by selecting I no longer own this patient.

Status

The patient's status. Authorized users can change the patient's status. The options are:

  • Active (default)

  • Inactive

  • Deceased

Left/Right Arrows

Click a left (previous) or right (next) arrow to move between pages within the currently loaded records (up to 250 at a time). If there is only one page available, these arrow buttons are disabled.

Reset

If changes are made to the owning organization/facility or status field(s), click this button to reset the changes without saving them.

Save

If changes are made to the owning organization/facility or status field(s), click this button to save the changes.

Once changes are made to the patient population and saved, the affected patient records are updated in the system.