Overview
The Create Custom Views with Saved Filters feature enables users to design personalized work environments by saving their preferred filter settings. This feature streamlines workflows, allowing you to quickly access and manage relevant information without the hassle of repeatedly applying filters. Whether you’re managing patient orders or invoices, this enhancement significantly improves efficiency and reduces repetitive tasks.
Key Features
1. Save Filters
You can now save any custom filter configuration on the Patient, Orders, and Invoices page. Once saved, these filters are just a click away and can be applied instantly whenever needed.
2. Create Custom Views
Design views that suit your unique workflow by selecting and saving specific filter criteria. Say goodbye to manually applying the same filters every time you visit the page—custom views are here to save you time.
3. Enhanced Work Queue Management
Save your preferred filter settings as work queues, allowing you to efficiently prioritize and manage tasks. No more filtering data manually each time; your custom filters will help you stay organized and focused.
4. Easy Access
Access your saved filters easily from the filter menu. Whether you're revisiting the page in the same session or on a future visit, you can apply your saved filters with just a few clicks.
5. Flexible and User-Friendly
The interface is designed to be intuitive and user-friendly, making it simple to save, view, and apply your custom filters.
How It Works
Follow these simple steps to create, save, and apply custom filters on the Patient Orders and Invoices page:
1. Navigate to the Patient, Orders, and Invoices Page
Go to the relevant page where you manage patient orders and invoices.
2. Apply Desired Filters
Use the filter options to configure your view based on your preferences. Choose from available filter criteria.
3. Save Filters
Once your filters are applied, click the "Saved Filter" button located at the top of the filter section. A prompt will appear allowing you to save your filter settings.
Click on “Save Active Filters”.
Name your filter for easy identification in the future.
4. Access Saved Filters
On subsequent visits to the page, you can access your saved filters directly from the filter menu. Simply select your desired filter from the list and it will be applied instantly.
5. Apply Filters
When you want to apply a saved filter, just click on the name of the filter from the saved filters list in the filter menu. This will load your custom view with all the filter settings you’ve saved.