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".
