Create a client view
Save a filtered patient list you can reopen anytime.
A view is a saved list of patients who match rules you set, along with the columns you want to see. Clinics often use them for follow-ups and targeted outreach.
Build the view
On the Clients page, open the All clients menu and click + Add.
Under the ALL conditions heading, click + Add Condition for rules a patient must meet every time.
Under the ANY conditions heading, add rules where one match is enough.
Enter a View Name.
Set Visibility, which starts as Private.
Leave Save selected columns with the view ticked to keep your current columns.
Click Save View. It stays disabled until the view has a name.
Use the view
Your view now appears in the same menu. Pick it to load the list, or type in Search for client view when you have many. Hover over a view and click the pencil to change it.
Up next
Next, read Add alerts and notes.