Filtering Requests

Requests can be organized using a filter. A filter can be set up only to show certain requests (e.g. all open requests for a certain drug or all requests at CVS Pharmacy).

There are two default filters on the left hand side. 

• Open- This shows all active cases that have not been completed.
• Closed- Shows all cases that have been closed.

Columns

Columns display information from the cases in a high level view. The default columns are:

• Case ID
• Patient Name
• Patient date of birth

• Prescriber
• Status
• Pending

• Pharmacy indicator

Additional columns can be added by hit "add" located all the way at the end of the row of columns. 

Note- The added column will not stay unless added to a filter.

Creating A Filter

The columns and search criteria below the columns can be adjusted to show only certain types of request based on the search criteria. To create a new filter:

• Add and arrange the columns in the desired order.
• Create the desired search criteria.
• Above the columns there is a downward triangle. Hit that then hit "Save as".
• Name the Filter. The filter will now appear under "My Filters".