Create a Customized View

Create a customized view of the patient list that you can save, share, and export.

You can create and save a customized view of the patient list. You can then share and export your customized view.

Complete the following steps to create a customized patient list view:

1. Add any additional columns by selecting the column configuration button and selecting the columns you want to add.
2. Select and customize any filters you want to include on the list. For example, you can select the Age filter and customize it to only show patients over the age of 65.
3. Select Save View and then Save New.
4. Enter a name for the view and select Save.
5. Select Select View and verify that your custom view is in the list.
6. To return to the default patient list view, select Select View and then Default Columns.

Select the Share button to generate a link that you can use to share your view. You can share your view with any other user, but they can only view patients based on their own level of access.

Select the Delete button to delete your view. Once you delete a view it can not be recovered.