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Filters/Sorting Guide

Written by Caroline Welch

Filters

You can filter your patients in a variety of ways and apply multiple filters to further refine your patient list.

These filters are saved by user and will be remembered each time you log in. To remove a filter, click the filters button and choose clear filters.

  • Tx Status

    Filter by if a treatment is due now or if it is overdue.

  • Doctor

    Filter by a particular doctor(s).

  • Ward

    Filter by where patients are.

  • Service

    Filter by a particular service(s).

  • Workflow

    Filter by certain treatments that contain a Workflow Tag.

  • Location

    If multiple locations, filter by a particular location.


Sorting

Sort boards by patient name, triage tag, or check-in time to customize your boards based on workflow preferences. These can be listed as ascending or descending so all patients can be alphabetized when sorting patients, for example.

Sorting by Triage Tags will sort patients based on the color tag attached, with Red being at the top and Pink being at the bottom when sorting by ascending.

Have all new checked-in patients appear at the top of your board by using the In or Out sorting option.

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