Viewing patient folders
View patients using pre-determined filters
Updated over a week ago

You can view a filtered list of patients by using patient folders. This enables providers to view all of their:

  • patients

  • archived patients

  • unsigned encounters

  • open cases

  • custom patient groups (if created for your clinic; for more information, see Creating custom patient groups)


1. From the main menu, click Patients.

2. At the top of the patient list, click the folder icon

3. Click the folder to view.

The patients who meet the filter criteria appear on the right.

Updated February 12, 2022

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