Filter Patient Files

1. Filter patient records

Step-by-step

1

Go to the Patients page, then select Filters.

2

Choose one or more of those options.

Filters vary depending on the roles assigned to you and the configurations set by your establishment.

3

Click Save.

Use Cases

1. To quickly identify patients where you are part of an active discussion, select those options:

1. If you are covering for a teammate and want to see ongoing active discussions, select this option:

2. View the invitation process status

Step-by-step

1

1) Go to the Patients page, then 2) select Filters.

2

Turn on Show the patient’s circle to access the dropdown.

3

Select one or more of those options:

4

Then select a filter to display the patients you are looking for:

5

Click Save.

Use Cases

1. To quickly identify which members have not been invited or whose invitation information is incomplete, select those options:

1. To identify which members have not accepted their invitation, select the relevant options.

1. To get an overview of invitation statuses, select the relevant options.