Patient View allows you to look at a specific subset of patients within your account, for example, patients on EpxDiabetes under a certain provider contact. By default, the system will create a Patient View for your default provider contact. In this article, we will walk through how to create a custom Patient View.
First of all, log onto your account on Epharmix and go to the dashboard page. At the top left corner, you should see the current Patient View in effect (in this case, the "Default Contact"). Click on the name of the view to open up the drop down menu, then click the "Create New Patient View" button on the menu.
When you create a Patient View, you must name your new view and choose how you'd like the view to filter your account's patients. You may choose to filter by provider contact, intervention, and tag. These filters may be mixed and match to suit your workflow.
If you would like this view to be the default view whenever you log onto your dashboard, check the "Use as Default View" box. Once you are done setting your filters of the view, click "Create Patient View" to save your custom view.
You should see a confirmation dialog and see the view being applied immediately (notice the patient panel changed). You can have multiple Patient Views and switch back and forth using the menu at the top left corner.