This Quick Reference Guide explains the proper steps for adding Filters in the Clinical Tasking Inbox.
Clinical Tasking Filters, provide the user the ability to filter the All Task list by various categories (i.e. Telephone, Calls, Labs, etc.)
Please note that Filter descriptions may differ from the actual category name. (example: Filter description: Lipid Panel - Category name: Labs)
Filter Setup
To setup or add Filters in the Clinical Tasking Inbox:
- Click the Preference Icon.
- Select Setup Filters... from menu.
Task Filters
From the Task Filters window:
- Click Add.
- Free text Filter description in the field provided.
- Click in the open space to deactivate text field.
Connecting Categories to Filter
Filters that are not connected to at least one Category will not display any information.
To connect a Category to a Filter:
- Ensure the new Filter is selected.
- Click the check box next to each Category being attached.
- Click OK.
The Filter should now appear in the Task Filtering list.
It is strongly recommended that Filter descriptions be consistent within each department.