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Collaborator: Dashboard Filters

  1. Once on your dashboard
  2. Under Your Cases, you can search for the particular case by using the following filters:
    1. Search by Created Date
    2. Search Cases
    3. Case Status

SEARCH BY CREATED DATE

This will allow you to search by the created date of your existing cases.

  1. Under Your Cases
  2. Enter a beginning date within the Created Begin Date text field, representing the earliest created case date you would like to search through:
    2023-08-14_08-33-58.png
            
  3. Enter a End Date, representing the latest created case date you would like to search to:
    2023-08-14_08-34-15.png

  4. Your results will auto adjust as you enter the beginning and end created dates:
    2023-08-14_08-34-31.png
       
  5. You can modify the dates at anytime, or remove the dates completely to remove the search filter:
    2023-08-14_08-40-26.png

SEARCH CASES

This will allow you to search by the patient name, doctor/staff name, and status for any existing cases you are associated with.

  1. Under Your Cases
  2. Under the Search Cases text field, you can type in keywords to search for:
    1. Patient First & Last Name
    2. Referred By (or associated doctors & staff on case)
    3. Treatment
    4. Status
      2023-08-14_09-11-46.png
  3. Once entered, it will auto display any results that match directly below:
    2023-08-14_09-12-02.png
           
  4. You can modify the search text entered, or remove the text completely to remove the search filter results:
    2023-08-14_09-12-29.png

CASE STATUS

This will allow you to search by the case status, for any existing cases you are associated with (including rejected and archived cases).

  1. Under Your Cases
  2. Under the Status dropdown,  select the status you would like to search for:
    2023-08-14_11-21-04.png

  3. Once selected, it will auto display any results that match directly below:2023-08-14_11-21-20.png
        
  4. You can modify the selection within the Status dropdown, or select the Status option to remove the search filter results:

  5. 2023-08-14_11-21-50.png