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Filtering Patient Listing - App

How to filter the patient listing within the app

Niki Budd
Updated by Niki Budd

Filtering Patient Listing - App

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. This tutorial is going to walk you through how 00:04: to filter your patient listing within the app. 00:07: This is helpful. If you're assigned to more than one organization or team or 00:11: you'd like to view a subset of patients. 00:15: To apply a filter select the filter button in the upper right hand corner, then select 00:19: organizations. You can further filter them by team as well. 00:24: Select save You will now view your subset of patients to 00:28: clear this filter select the X icons you will then be able to reapply the filter 00:32: as necessary. 00:35: If you have questions or need more help, please visit the help tab on the left navigation 00:39: or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial:
  1. Select the filter icon in the upper right corner
  2. A modal will now populate to set your sort and filter
  3. Select how you'd like to Sort your view
  4. Select which Organization you'd like to view
  5. You can then select to save and view your filtering, or you can further view by Team or Status.
  6. Select Save

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