Operation Manual

Learn about what you can do in Population Management
● If you want to review Information
● If you want to change information
● If you want to print information
● If you want to e - mail information
● If you want to fax information
● If you want to print/e - mail/fax custom, batch, or multiple reports
If you want to review information
Note: Population Management provides two ways to review information in the .
In the left navigation panel, you can:
1. Select Group Summary and click View/Edit to view or edit the list of members or the criteria used to
generate the query group, or
2. Select the graph or report that you want to view and click the Settings , Statistics , or Key tab to utilize graph
and report features.
If you want to change information
1. Be sure you want to change this information for all group members because this action cannot be reversed.
2. Click Group Summary on the left navigation panel.
3. Click Edit Patient Profile and apply changes to all members at the bottom of the screen to open the Set
Group Information dialog box.
4. Select the type of information that you want to edit from the following options: Targets and Events , Day and
Week , Healthcare Providers , Insurance , or Education. Click OK .
5. Make the appropriate changes in the resulting dialog box, and click OK .
6. In the warning box that opens, you have two ways to proceed:
❍ Click Yes to accept the changes. The warning box closes, and the changes are applied to all
members of the group.
❍ Click No to cancel. The warning box closes without applying changes.
Note: Within Population Management, you can edit Patient Profile information for all members in a group. If you
want to edit information for individual patients you must use Patient Management by clicking Patient
Management on the Main Menu window.
If you want to print information
1. Select the left navigation item you want to print to access the appropriate display window.
2. On the toolbar, select the output language you wish to use.
3. Click Print to send information displayed in the window to the printer.
Note: The only languages available are those that were chosen at install.
If you want to e-mail information
1. Select the left navigation item you want to e - mail to access the appropriate display window.
2. On the toolbar, select the output language you wish to use.
3. Click E - mail to send information displayed in the window as an e - mail message.
Population Management ( v1.1 )
Learn About the Population Management Window
Version: 1.1
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