---
title: Generate an Intervention List
slug: portal-sub/generate-an-intervention-list
docTags: 
createdAt: 2026-03-04T12:03:13.543Z
---

You can make a list of patients to be seen in future appointments using the Intervention list.

You can use the list to contact patients and arrange or schedule interventions.

To generate an Intervention list, complete the following steps:

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Click **Clinical** in the Work Centre.
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Click **Intervention List**.

- The Intervention List appears.
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Select the appropriate filter.
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Change the dates to search between by clicking in the field to display a calendar. Select the date and click **Refresh **to refresh the list.
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Select one or more interventions in the list and choose one of the following actions:
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- Open the intervention for editing
- Conclude the intervention
- Defer the intervention
- Send a letter
- Record a phone call
- Record a comment