Browse automations by category
Go to Admin → Practice → Automations.
At the top of the Automations page, select a category tab to filter the list:
All — shows every automation in your practice
Patient Safety
Clinical Care
Client Experience
Hospital Operations
Business & Finance
Templates
Uncategorized — automations that have not been assigned a category
The list updates immediately to show only automations in the selected category. The number next to each tab name shows how many automations are in that category.
Assign a category to an automation
If you have automations in the Uncategorized tab, you can assign a category by selecting the uncategorized automation and selecting a Category from the drop-down menu on the right-hand side of the automations’ setup page. This keeps your Automations list organized and easier to navigate.
Frequently asked questions
Where did my automation go? I can't find it.
Select the All tab to see every automation regardless of category. If you were previously browsing within a specific category tab, your automation may be in a different category or in Uncategorized.
Where did the Audit Log tab go?
The Audit Log moved to a button in the page header, next to Add new. All audit history is still there—only the location changed.
How are automations assigned to a category?
Categories are set within each automation's settings. Automations without a category appear in the Uncategorized tab.
Submit feedback
Feel free to give us feedback on Automations navigation by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email: [email protected].