🎞️ View video tutorial: Sorting and filtering your inbox messages
By default, you see all inbox items for every user within your inbox. You can filter your inbox to view only the desired user inboxes and message types. This enables you to focus on messages and inboxes that are important to you or have a higher priority.
📌 Note: You can also sort the contents of your main inbox or the Done items window, for example sort by priority to view items requiring immediate attention at the top. For more information, see Sorting your inbox.
💡 Tip: If your inbox is taking a long time to load, filtering it helps it load faster.
1. From the main menu, click Inbox.
2. At the top, click the filter icon. The Filter Inbox Items window displays.
3. Select the message types and inboxes you want to see:
Click to select the message types you want to see in your inbox.
Click to select the practitioners whose messages you want to see in your inbox.
You can select the following message types:
Faxes received through the fax integration.
Labs received through the lab integration, e.g. Meditech or Excelleris.
Files received through patients' charts.
Messaging between staff members.
Responses received to patient Qnaires.
Failed Message Alerts
For administrators, messages about failed faxes or lab polling.
💡 Tip: To automatically clear the current selections and instead select the unselected items, click Invert Selections. For example, if you selected Faxes and Labs and click Invert Selections, then Faxes and Labs are cleared and all other options are selected automatically.
4. Click Apply. Your filter is applied and the inbox refreshes to show messages matching your selection.
Updated June 21, 2022