Where are the Inbox filters?
The filters are in the bar at the top of your Inbox:
Locations
Types
Tags
Spaces
Queues
Sort
Click any filter to open its options. Each filter has All (select everything) and Clear (unselect everything) at the top.
How do I filter by item type?
Click Types.
Check the types you want to see, and uncheck the ones you don't.
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Emails | Faxes | Secure Msgs |
Printed Files | Files | Screenshots |
EHR Imports | EMR Msgs | Portal Msgs |
Patient Info | Labs | Text Msgs |
Release of Information | Secure Texts | Messenger |
Video Chats |
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Tip: To see only faxes, click Clear, then check Faxes.
How do I filter by tag?
Click Tags.
Check the tag colors you want to see.
Tags come in 8 colors: Black, Blue, Green, Orange, Pink, Purple, Red, and Yellow. Your practice can customize tags to fit its workflow.
To customize tags go to Inbox > Admin > Tags.
How do I filter by space?
Click Spaces.
Check one or both:
Private Items: Items that belong only to you.
Practice Items: Items in the shared practice inbox.
Note: If you don't see Practice Items, your user may not have permission to view them. Ask your admin to check Can view practice items in your user settings.
How do I filter by queue?
Click Queues.
Check the queues you want to see.
To include queues that are no longer active, check Show inactive.
You'll only see queues you've been given access to.
How do I sort my Inbox?
Click Sort.
Choose how to sort:
Sort option | What it does |
Added (newest first) | Newest items at the top. This is the default. |
Changed (recent first) | Most recently updated items at the top |
Added (oldest first) | Oldest items at the top |
Changed (oldest first) | Items updated longest ago at the top |
Sent From | Sorted by sender |
Sent To | Sorted by recipient |
Subject | Sorted by subject |
Type | Sorted by item type |
Why can't I see some of my items?
Your filters may be hiding them. Check these:
Look for numbers on the filter buttons. A number, like Spaces 1, means that filter is on.
Click All in each filter to show everything again.
Check your sort. To see today's items, sort by Added (newest first) and go to the first page.
Check your access. Items in a queue or the practice inbox only show if you have access.