Patient Views are the way to organize the patients and alerts you see on CareSignal. Patient Views may be organized by providers, programs, and tags. The Dashboard is the primary place to see how Patient Views affect the data you see but they can be used to organize different pages on the site, reviewed below.
Only pages with a visible Patient Group dropdown can be filtered by Patient Views.
Why It's Important
Patient Views are important because they allow you to see filtered data based on individual groups, putting you in control of which patients you see and when you want to see them. Ultimately, Patient Views help you organize CareSignal data around your workflow helping you become a CareSignal superuser.
How to Access
The Dashboard is where you will see and use Patient Views most. On the Dashboard, Patient Views are located near the top left corner of the screen, in yellow.
How to Use
Who Sees My Patient Views?
Patient Views can be created by any user and are only visible to the user that created them.
How do they Work?
Patient Views are comprised of three categories of filters:
- Provider Contact
Patient Views can be made using one, two, or all three categories. When using a category of filters, say Provider Contact, patients that are enrolled in programs from one or all of the selected Provider Contacts will be included in the data. If you are using more than one category, patients will be shown if they meet any selected criteria in the first category AND if they meet any selected criteria in the second category and so on.
You can create a patient view by clicking the name of your current patient view and clicking “Create New Patient View”.When you create Patient Views you can customize them by adding a name and description that fit your workflow.
To modify a view click on the Modify View button. To switch between different Patient Views, click on the dropdown arrow next to the current view’s name and select the view you would to see.