> For the complete documentation index, see [llms.txt](https://support-en.braver.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support-en.braver.net/guides/for-healthcare-professionals/patient-files/filter-patient-files.md).
# Filter Patient Files
{% hint style="info" %}
Filters let you [filter patient record](#id-1.-filter-patient-records)s and [view the status of their invitation process](#id-2.-view-the-invitation-process-status).
{% endhint %}
## 1. Filter patient records
### Step-by-step
{% stepper %}
{% step %}
**Go to the Patients page, then select Filters.**
{% endstep %}
{% step %}
**Choose one or more of those options.**
{% hint style="info" %}
Filters vary depending on the roles assigned to you and the configurations set by your establishment.
{% endhint %}
{% endstep %}
{% step %}
**Click Save.**
{% endstep %}
{% endstepper %}
### Use Cases
1. **To quickly identify patients where you are part of an active discussion, select those options:**
2. **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
{% stepper %}
{% step %}
**1) Go to the Patients page, then 2) select Filters.**
{% endstep %}
{% step %}
**Turn on Show the patient’s circle to access the dropdown.**
{% endstep %}
{% step %}
**Select one or more of those options:**
{% endstep %}
{% step %}
**Then select a filter to display the patients you are looking for:**
{% endstep %}
{% step %}
**Click Save.**
{% endstep %}
{% endstepper %}
### Use Cases
1. **To quickly identify which members have not been invited or whose invitation information is incomplete, select those options:**
2. **To identify which members have not accepted their invitation, select the relevant options.**
2. **To get an overview of invitation statuses, select the relevant options.**
---
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