Filter Patient Files

Note

Filters let you filter patient records and view the status of their invitation process.

1. Filter patient records

Step-by-step

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

   

2. Choose one or more of those options.

   Note

   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:

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

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:

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.