There are two ways to accomplish this.

Manually

First make sure you have Feature Flag 196 checked.

Then go to the appointment calendar and click on Calendar Printouts then click on Create Routing Slips for SamNotesEMR.

Next choose the date range and the doctor and click Create Slips, then open up SamNotes and your list for the day should be there.

Automatically

First Make sure that Feature Flag 196 and 205 are checked.

When the morning index runs for that day all the patients for all doctors will be transferred over to the SamNotes patient list.

If you find that the list does not populate please report any errors that were received to support and then follow the manual method.

If the list grows to more than 1000 patients Sammy will then ask you to wipe out the list and if you say yes it will uncheck feature flag 205!