Filtering the Follow-ups List

You can filter the list in Manage Patient Follow-ups by module, date, facility unit, and type of follow-up request, to quickly identify the follow-ups you want to work with.

  1. Select Add Filter in Manage Patient Follow-ups.

    The Apply Filter dialog displays.
  2. Configure the Apply Filter dialog to restrict the displayed list of patients by the criteria you require.

  3. Use the following table to understand the configuration settings in the Apply Filter dialog.
    You can filter simply by one setting such as Unit, or you can expand your filtering capability by using a combination of settings, such as module and round type for a particular date range.
    Setting Description
    Source Displays a list of the VCE modules that you are authorized to work with. Select all, or narrow your view to a particular module.
    Requested Date Start Displays a calendar to select the start date for your filter.
    Requested Date End Displays a calendar to select the end date for your filter.
    Unit Displays a list of the facility units that you are authorized to work with. Select as many units as you need to view. By default, none are selected.
    Follow-up Type Displays a list of the follow-up types that have an active request across the facility units and modules you have selected.
  4. Select one of the following to exit the Apply Filter dialog.
    • Cancel: Exit the filter dialog without saving the settings.
    • Apply: Save and apply the filter settings to the list displayed in the Manage Patient Follow-ups page.
    Select Apply, and the list in Manage Manage Patient Follow-ups now displays only the patients who meet the filter criteria. The count in the dashboard continues to display the total number of outstanding follow-ups.
  5. Click the X to remove any filters on the patient list.

    The list in Manage Manage Patient Follow-ups now displays all the patients who have an outstanding follow-up request.