Filter Secure Messages

Filter the Secure Messaging Inbox to narrow your search for secure messages. 

Help Topics on This Page

- Secure Messaging Inbox Filters Applied
- Secure Messaging Inbox Filter Parameters
- Secure Messaging Inbox Filter Actions (portal version 4.5.1)
- Secure Messaging Inbox Filter Actions (portal versions 5.1.0 and later)

Note: The Manage Saved Filters function (available in portal versions 5.1.0 and later) is not available from the Secure Messaging Inbox on mobile devices.

Secure Messaging Inbox Filters Applied

Complete the following steps to quickly see the filters applied to the Secure Messaging Inbox:

  1. From the Secure Messaging Inbox, select Filters Applied. The system displays the active filters. 
  2. If you are using portal version 4.5.1, click or tap the Filters Applied callout box (or elsewhere on the portal web page) to close the Filters Applied callout box.
  3. If you are using portal version 5.1.0 or later, click or tap the Filters Applied button to close the Filters Applied callout box. 

Note: In portal versions 5.1.0 and later, the system displays the following label on the Filters Applied button when no filters are applied: No Filters Applied. 

Secure Messaging Inbox Filter Parameters

When you apply filters, the secure messages that meet your filter criteria are displayed. 

The following filter parameters are available in the Secure Messaging Inbox: 

Secure Messaging Inbox Filter Parameters
Filter Parameter Description
 Patient Last Name  The first letter of the patient's last name (at a minimum)
 Patient First Name  The first letter of the patient's first name (at a minimum)
 Patient DOB  The patient's date of birth in mm/dd/yyyy format
 To  The message recipients
 From  The person who sent the message
 Subject  The message subject

 Received Date

  • Begin Date
  • End Date
 The message receipt date range in mm/dd/yyyy format
 Status  The secure message status
 Type  The secure message type

Secure Messaging Inbox Filter Actions (portal version 4.5.1)

Note: In portal version 4.5.1, you can define and save one filter as your Secure Messaging Inbox default filter. This saved filter is the default for all your portal group and role membership combinations.

Complete the following steps to perform filter actions:

  1. From the Secure Messaging Inbox, if the filters section is collapsed, select Filters to expand it.
  2. If you want to create a new filter, use the filter parameters to define a filter. See the Secure Messaging Inbox Filter Parameters topic for more information.
  3. If you want to apply your filter values to the Secure Messaging Inbox, select Apply. The system displays your filtered search results in the Secure Messaging Inbox.
  4. If you want to deselect your filter values, select Clear. The system displays unfiltered results in the Secure Messaging Inbox. 
  5. If you want to save your filter values as your Secure Messaging Inbox default filter, select Save. A Filters Saved message is displayed. Select OK.
  6. If you want to deselect your saved filter values (your default filter) temporarily, select Clear. The system displays unfiltered messages in the Secure Messaging Inbox. Your default filter will still be active when you return to the Secure Messaging Inbox.
  7. If you want to deselect your saved filter values (your default filter) permanently, select Clear. The system displays unfiltered messages in the Secure Messaging Inbox. Select Save. A Filters Saved message is displayed. Select OK.

Secure Messaging Inbox Filter Actions (portal versions 5.1.0 and later)

- Carry Forward Filter
- Create and Save Filters
- Modify Saved Filters
- Apply Filter Changes Without Saving
- Manage Saved Filters
- View Saved Filters List
- Clear Filter

Note: The Manage Saved Filters function is not available from the Secure Messaging Inbox on mobile devices.

Carry Forward Filter

If you had a saved Secure Messaging Inbox filter in portal version 4.5.1, it was carried forward to portal version 5.1.0. For 5.1.0, the filter was saved using the following naming convention: [Component Name] - Carry Forward Filter (Secure Messages - Carry Forward Filter). Upon upgrade, it is set as your Default Filter and to Show on Dashboard for each of your portal group and role membership combinations. You can perform actions on the filter that are specific to each of your group and role combinations. Meaning, the actions you perform on the Secure Messages - Carry Forward Filter under one group and role do not affect the Secure Messages - Carry Forward filter when you switch to a different group and role.

From the Secure Messaging Inbox Filters section, select Manage Saved Filters to perform the following actions on the Secure Messages - Carry Forward Filter:

  • Rename the filter
  • Delete the filter
  • Deselect it as the default filter
  • Opt for the system to not display the filter on the dashboard in plain view

See the Manage Saved Filters topic for more information.

Note: The Manage Saved Filters function is not available from the Secure Messaging Inbox on mobile devices.

You can also modify the Secure Messages - Carry Forward Filter criteria. See the Modify Saved Filters topic for more information.  

Create and Save Filters

In portal versions 5.1.0 and later, you can save an unlimited number of filters. Filters are defined and saved at the user/group/role level.

Complete the following steps to create and save a filter:

  1. From the Secure Messaging Inbox, if the filters section is collapsed, select Filters to expand it.
  2. If you want to ensure that you are creating a new filter and not modifying an existing filter (and not creating a new filter based on an existing filter), select Clear. The system deselects the active filter (if there was one) and displays the unfiltered Secure Messaging Inbox.
  3. Use the filter parameters to define your filter. See the Secure Messaging Inbox Filter Parameters topic for more information.
  4. Select Save. The Save Filter As dialog box is displayed.
  5. Enter a [Filter Name] (50 characters maximum). Enter alphanumeric characters, underscores, hyphens, and periods only (see Filter Name Exceptions for more information). The filter name must be unique per your user, group, and role.
  6. Select Save. A confirmation message is displayed.
  7. Select OK. The filter is applied to the Secure Messaging Inbox.

See also: Modify Saved Filters

 

Filter Name Exceptions

In portal version 5.1.0 only, certain words and characters (when used in certain ways), are not supported and the system displays the following error: String contains illegal syntax. Specifically, a filter name cannot contain the following words when they are followed by a space and then another word: alter, and, create, delay, delete, drop, exec, index, or, select, sleep, update, waitfor, where. Also, a filter name cannot contain more than one hyphen (-) in a row, for example, (--) is not allowed. Portal version 5.1.1 will correct this issue.  

Modify Saved Filters

You can modify a saved filter and either update the saved filter or save the changes as a new filter (and keep the saved filter as is). You can save an unlimited number of filters. Filters are defined and saved at the user/group/role level.

Complete the following steps to modify a saved filter:

  1. From the Secure Messaging Inbox, if the filters section is collapsed, select Filters to expand it.
  2. Select a filter from the Saved Filters list.
  3. Use the filter parameters to modify the filter. See the Secure Messaging Inbox Filter Parameters topic for more information.
  4. If you want to save updates to the existing filter, select Save. A confirmation message is displayed. Go to Step 8.
  5. If you want to save updates as a new filter (and retain the existing filter), select Save As. The Save Filter As dialog box containing the existing filter name is displayed.
  6. Enter a new [Filter Name] (50 characters maximum). Enter alphanumeric characters, underscores, hyphens, and periods only (see Filter Name Exceptions for more information). The filter name must be unique per your user, group, and role.
  7. Select Save. A confirmation message is displayed.
  8. Select OK. The filter is applied to the Secure Messaging Inbox.

Apply Filter Changes Without Saving

Complete the following steps to modify a saved filter and apply it to the Secure Messaging Inbox without saving the changes:

  1. From the Secure Messaging Inbox, if the filters section is collapsed, select Filters to expand it.
  2. Select a filter from the Saved Filters list.
  3. Use the filter parameters to modify the filter. See the Secure Messaging Inbox Filter Parameters topic for more information.
  4. Select Apply. The modified saved filter is applied to the Secure Messaging Inbox.
  5. From the top of the filters section, select Undo Changes to restore the saved filter. The saved filter is applied to the Secure Messaging Inbox. 

Manage Saved Filters

Within the Secure Messaging Inbox, you can perform actions to manage saved filters. You can edit filter name, select a default filter, select filters for the system to display on the dashboard in plain view, and delete and sort filters. 

Note: The Manage Saved Filters function is not available from the Secure Messaging Inbox on mobile devices.

- Edit Filter Name
- Select or Deselect Default Filter
- Select or Deselect Filters to Show on Dashboard in Plain View
- Delete Filter
- Sort Filters

Edit Filter Name

Complete the following steps to edit a filter's name:

  1. From the Secure Messaging Inbox, select Manage. The Manage Filters dialog box is displayed.
  2. From a filter row, select Edit Name
  3. Edit the filter's name (50 characters maximum). Enter alphanumeric characters, underscores, hyphens, and periods only. The filter name must be unique per your user, group, and role. 
  4. Select Update. The updated name is saved.
  5. Select Close. The Manage Filters dialog box closes.

Select or Deselect Default Filter

You can save one filter as the default for your user, group, and role; however, a default filter is not required. If you select a default filter, when you access the Secure Messaging Inbox, that filter is applied automatically, and its name is displayed in the Saved Filters list as the active filter. If a default filter is not selected, all Secure Messaging Inbox items are displayed.

Complete the following steps to select or deselect a default filter:

  1. From the Secure Messaging Inbox, select Manage. The Manage Filters dialog box is displayed.
  2. From a filter row, select or deselect the Default check box. If the check box was not previously selected, now it is. If the check box was previously selected, now it is deselected.
  3. Select Close. The Manage Filters dialog box closes. The default filter change takes effect when you refresh your browser or the next time you access the Secure Messaging Inbox.

Select or Deselect Filters to Show on Dashboard in Plain View

You can select up to five saved filters for the system to display in plain view on the dashboard. The selected filters are displayed in alphabetic order. Your remaining saved filters can be viewed from the dashboard by selecting View More. If no filters are selected to be displayed on the dashboard, the system displays a functioning placeholder filter (Go to Secure Messaging Inbox, see all results) in plain view on the dashboard. This is to ensure that at least one filter per Inbox is always displayed on the dashboard in plain view. 

Complete the following steps to select or deselect filters to show on dashboard in plain view: 

  1. From the Secure Messaging Inbox, select Manage. The Manage Filters dialog box is displayed.
  2. From a filter row, select or deselect the Show on Dashboard check box. If the check box was not previously selected, now it is. If the check box was previously selected, now it is deselected.
  3. Select Close. The Manage Filters dialog box closes. The dashboard is updated with your show on dashboard changes.

Delete Filter

Complete the following steps to delete a saved filter:

  1. From the Secure Messaging Inbox, select Manage. The Manage Filters dialog box is displayed.
  2. From a filter row, select Delete. A confirmation message is displayed.
  3. Select OK. The filter is deleted.
  4. Select Close. The Manage Filters dialog box closes.

Sort Filters

Complete the following steps to sort your saved filters:

  1. From the Secure Messaging Inbox, select Manage. The Manage Filters dialog box is displayed.
  2. Select the Name column heading to sort the filters in ascending (default) or descending alphabetic order. An up arrow () indicates ascending order and a down arrow () indicates descending order.
  3. Select Close. The Manage Filters dialog box closes.

View Saved Filters List

Complete the following steps to view the Saved Filters list:

  1. From the Secure Messaging Inbox, select the Saved Filters list. The saved filters for your user, group, and role are displayed.
  2. If you want to apply a saved filter to the Secure Messaging Inbox, select it from the list. The system applies the filter to the Secure Messaging Inbox and displays the messages that meet the filter criteria.

Clear Filter

Note: The Clear action does not delete saved filters. If you want to delete a saved filter, see the Delete Filter topic for more information.

Complete the following steps to deselect a filter that is applied to the Secure Messaging Inbox:

  1. From the Secure Messaging Inbox, if the filters section is collapsed, select Filters to expand it.
  2. Select Clear. The system displays an unfiltered view of the Secure Messaging Inbox. The No Filters Applied label is displayed on the Filters Applied button. The placeholder text <Saved Filters> is displayed in the Saved Filters list. 
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