Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments. Instead of reapplying the same filters repeatedly in the “All Messages” or “Scheduled” views, you can create and save a customized view, then reload it with a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views.

Create a Saved View

To create a saved view:

1. Navigate to the "All Messages" or "Scheduled" views.

2. Apply your desired filters using the filters panel.

3. When ready, select Create View.

4. Name your saved view and select Create View again.

5. A success message will display and your newly created view will appear under the “My Views” section in the left-hand navigation bar. 

To load a saved view, select it in the My Views list. Open Patient Channels that match your saved view criteria will display first, by default. There are no limits on how many saved views can be created per user.

We recommend that users create their own Internal Mentions and Starred Patient Channels saved views. This way, from the navigation bar, users can easily access the Patient Channels that they have been mentioned in or that they have starred. To do this, open the filters panel in the “All Messages” or “Scheduled” views and filter by unresolved Internal Mentions or starred patients. Then, create a saved view.

Delete a Saved View

To delete a saved view:

1. Select the saved view you want to delete.

2. Select the filters panel located at the top of the saved view.

3. Select Delete.

4. A dialog box will appear asking you to verify that you want to delete the view. It also indicates that deleting a saved view will not delete any messages within that view.

5. Select Delete. A success message will appear indicating that the view has been deleted.
   
   

NOTE: Saved views store your filter criteria, not a static list of Patient Channels. This means that each time you load a saved view, you will likely see an updated list of Patient Channels that currently match your saved filter settings.