Patients Page: Custom Views

Create a Custom Ticket View:

• From the Patients Page the pencil next to Default View
• Click Add View
• Create a Title for the View
• Optional: Select Users or a Role that this view should be the default for on Login
• Optional: Check Save Currently Selected Filters. This combines the columns selected with the view with filters that you have enabled before creating the View.
• Click Add Column and select which column(s) you want visible for the view
• Click Save

Selecting a Custom View:

• If it's not set as a Default View click the Pencil next to Default View and select the view that you would like to use