Using Filters

Location: Workspace

 

As with email, the number of items in your Workspace can grow to be significant. To make managing the items easier, take advantage of the following filters to limit which items you see in your Workspace:

Types

Tags

Spaces

Queues

 

If all the filters are set to None you won’t see any items in your Workspace.

 

 

Types

To filter your Workspace by item type:

1.Click the Types filter to expand the list.

2.Select the types you want to see.

To see all types, click All in the Select (All/None) choice.

To de-select all types, click None in the Select (All/None) choice.

 

Every item in the Workspace has one of the following types:

 

Type

Description

Emails

Includes emails, Direct messages, and messages sent from the patient portal

Faxes

Faxes

Secure Msgs

Secure messages sent between users in the same practice

Printed Files

Files uploaded to the Workspace via an Updox virtual printer

Files

Uploaded files; this is a legacy feature 

Screenshots

Screenshots; this is a legacy feature

EHR Imports

Items sent to an EHR; only applicable the Sent and Archive folders

EMR Msgs

Outbound messages; only applicable to select EHRs

Saves

Items saved to disk

Forms

Completed forms sent by the patient via the patient portal

Portal Msgs

Messages sent to the patient portal

PMs

Items sent to a Practice Management system; only applicable to select EHRs

Labs

Lab results; only applicable to select EHRs

Text Msgs

Text messages

 

 

Tags

To filter your Workspace by tag:

1.Click the Tags filter to expand the list.

2.Select the color tags you want to see.

To see all tags, click All in the Select (All/None) choice.

To de-select all tags, click None in the Select (All/None) choice.

 

You can use tags as much or as little as you want. Your practice administrator can assign a description to each color. To assign a tag to an item, click the tag icon (after date/time) then select the tag color. For more information refer to the separate articles about tags.

 

 

 

Spaces

To filter your Workspace by space:

1.Click the Spaces filter to expand the list.

2.Select the spaces you want to see.

To only see your items, select Private Items.

To only see items for the practice, select Practice Items.

To see all spaces, click All in the Select (All/None) choice.

To de-select all spaces, click None in the Select (All/None) choice.

 

Queues

To filter your Workspace by queue:

1.Click the Queues filter to expand the list.

2.Select the queues you want to see.

To see all queues click All in the Select (All/None) choice.

To de-select all queues, click None in the Select (All/None) choice.

 

Queues are another way to organize items in your Workspace. Your practice administrator sets up the available queues. For more information refer to the separate articles are queues.