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
  • Pharmacy Name
  • Prescriber
  • Status
  • Pending Prescriber 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".

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