Similar to other sections of the platform, you can filter and customize your view in Pathways by selecting from various options available in the menu at the top of the screen.

Filtering by Pathway

If you use multiple Pathways, click on the Pathway title to switch to another Pathway.

Filtering by location and/or provider

1. To filter by location or by provider, click the white section of the filter menu at the top of the screen to display the filter options (i.e. click where the house icon and people icons are displayed).

2. For location, select a Location from the list.

3. By default, all appointment practitioners and all primary physicians are displayed. Click All Practitioners or All Physicians and choose the appropriate providers from the list.

4. Click Save to apply the filter(s).

Customizing what information is displayed in the card

By default, a Pathways card displays the presenting issue, task summaries, important patient tasks, important tags, appointment date/time, appointment status/type, and appointment practitioner. You can customize your view to simply the information displayed on the card.

1. Click the white section of the filter menu at the top of the screen to display the filter options (i.e. click where the house icon and people icons are displayed).

2. By default, all contents are selected. Click a content type to deselect it (it becomes white).

3. Click Save to apply the filter(s).

Including or excluding virtual visits

By default, virtual visits are included in the Pathway. Click the +Virtual button on the filter menu to hide virtual visits. Click the button again to show virtual visits.

Showing only patients in your schedule

By default, the Pathway shows all patients with an appointment in any schedule, as well as patients in the Pathway without an appointment. To filter the Pathway to display only patients scheduled to see you, and exclude patients without appointments, click the Only My Patients button on the filter menu.

📌 Note: Only My Patients are patients who are booked in your schedule, not necessarily patients where you are assigned as the Primary Practitioner.

Updated July 20, 2021

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