Filter Orders

Note: The [Orders] label is configurable in the application. Other labels such as [Requests] can be used. For simplicity, [Orders] is used throughout the Help.

Filter the Orders Inbox to narrow your search for orders.

Help Topics on This Page

- Orders Inbox Filters Applied Indicator
Orders Inbox Filter Parameters (portal version 4.5.1)
- Orders Inbox Filter Parameters (portal versions 5.1.0 and later)
- Orders Inbox Filter Actions (portal version 4.5.1)
- Orders 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 Orders Inbox on mobile devices.

Orders Inbox Filters Applied Indicator

Complete the following steps to quickly see the filters applied to the Orders Inbox:

  1. From the Orders 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.

Orders Inbox Filter Parameters (portal version 4.5.1)

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

The following filter parameters are available in the Orders Inbox:

Orders 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  Patient Date of Birth in mm/dd/yyyy format.
 Order Date

 The date the order was created.

 Select a Date Range or Time Frame according to the following points:

  • For Date Range, enter or select Begin Date (mm/dd/yyyy) and End Date (mm/dd/yyyy)
  • For Time Frame, select from the list
 Scheduled/Draw Date  Begin Date (mm/dd/yyyy) and End Date (mm/dd/yyyy)
 Form Type  The order form type. 
 Facility  The facility the order was sent to.
 Form Status   The order status.
 Service Requested  The type of service requested. Enter multiple for orders requesting multiple services. 

Orders Inbox Filter Parameters (portal versions 5.1.0 and later)

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

The following filter parameters are available in the Orders Inbox:

Orders 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  Patient Date of Birth in mm/dd/yyyy format.
 Priority  The priority assigned to the order by the order creator.
 Order Date

 The date the order was created.

 Select a Date Range or Time Frame according to the following points:

  • For Date Range, enter or select Begin Date (mm/dd/yyyy) and End Date (mm/dd/yyyy)
  • For Time Frame, select from the list
 Other Date

 In addition to Order Date, you can filter the Inbox by the  following dates by entering or selecting Begin Date (mm/dd/yyyy) and End Date (mm/dd/yyyy):

  • Scheduled For Date - The date the service is scheduled to be performed
  • Standing Order Expiration Date - The date the standing order expires (for laboratory orders on the new platform only)
  • Collected Date - The date the specimen was collected (for laboratory orders on the new platform only)
 Form Type  The order form type. 
 Facility  The facility the order was sent to. 
 Status   The order status.  
 Service Requested  The type of service requested. Enter multiple for orders requesting multiple services.

Orders Inbox Filter Actions (portal version 4.5.1)

Note: In portal version 4.5.1, you can define and save one filter as your Orders 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 Orders 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 Orders Inbox Filter Parameters (portal version 4.5.1) topic for more information. 
  3. If you want to apply your filter values to the Orders Inbox, select Apply. The system displays your filtered search results in the Orders Inbox.
  4. If you want to deselect your filter values, select Clear. The system displays unfiltered orders in the Orders Inbox. 
  5. If you want to save your filter values as your Orders 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 orders in the Orders Inbox. Your default filter will still be active when you return to the Orders Inbox.
  7. If you want to deselect your saved filter values (your default filter) permanently, select Clear. The system displays unfiltered orders in the Orders Inbox. Select Save. A Filters Saved message is displayed. Select OK.

Orders 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 Orders Inbox on mobile devices.

Carry Forward Filter

If you had a saved Orders 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 (Orders - 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 Orders - Carry Forward Filter under one group and role do not affect the Orders - Carry Forward Filter when you switch to a different group and role.  

From the Orders Inbox filters section, select Manage Saved Filters to perform the following actions on the Orders - 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 Orders Inbox on mobile devices.

You can also modify the Orders - 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 Orders 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 Orders Inbox. 
  3. Use the filter parameters to define your filter. See the Orders Inbox Filter Parameters (portal versions 5.1.0 and later) 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. 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 Orders Inbox.

See also: Modify Saved Filters

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 Orders 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 Orders Inbox Filter Parameters (portal versions 5.1.0 and later) 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. 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 Orders Inbox.

Apply Filter Changes Without Saving

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

  1. From the Orders 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 Orders Inbox Filter Parameters (portal versions 5.1.0 and later) topic for more information.
  4. Select Apply. The modified saved filter is applied to the Orders Inbox.
  5. From the top of the filters section, select Undo Changes to restore the saved filter. The saved filter is applied to the Orders Inbox.  

Manage Saved Filters

Within the Orders 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 Orders 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 Orders 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 Orders 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 Orders Inbox items are displayed.

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

  1. From the Orders 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 Orders 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 All (View More in portal version 5.1.0). If no filters are selected to be displayed on the dashboard, the system displays a functioning placeholder filter (Go to Orders 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 Orders 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 Orders 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 Orders 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 Orders 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 Orders Inbox, select it from the list. The system applies the filter to the Orders Inbox and displays the orders 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 Orders Inbox:

  1. From the Orders Inbox, if the filters section is collapsed, select Filters to expand it.
  2. Select Clear. The system displays an unfiltered view of the Orders Inbox. The placeholder text <Saved Filters> is displayed in the Saved Filters list. 
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