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.

Filter Orders Help

- Orders Inbox Filters Applied
- Orders Inbox Filter Parameters
- Orders Inbox Filter Actions

Orders Inbox Filters Applied

From the Orders Inbox, select Filters Applied to display the active filters.

Orders Inbox Filter Parameters

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 that the order creator assigned to the order. Priority filter options may vary.

The following options for Priority are supported in the application:

  • Lab - Standing
  • Lab - Routine
  • Lab - STAT
  • Urgent
  • Preferred - First Available
  • Preferred - Seven Days
  • Preferred - Two Weeks
  • Preferred - One Month
 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 a time frame from the list.
 Other Date

Release Considerations

The Preferred Date filter is available with Provider Portal 6.1 and later releases.

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: The date the service is scheduled for.
  • Standing Order Expiration Date: The date the standing order expires (for laboratory orders only).
  • Collected Date: The date the specimen was collected (for laboratory orders only).
  • Preferred Date: The preferred date selected on the order form. Applicable only if Preferred Date is available on the order form.
 Form Type

The order form type.

Complete the following steps to select form types:

  1. Select the Form Type box. A list of form types is displayed.
  2. Select form types from the list. The form types are added as filter parameters.
  3. If you want to remove a selected form type, you can select the associated X.
  4. If you want to remove all selected form types, you can select the X in the upper-right corner of the Form Type box.
 Facility

The facility the order was sent to.

Complete the following steps to select facilities:

  1. Select the Facility box. A list of facilities is displayed.
  2. Select facilities from the list. The facilities are added as filter parameters.
  3. If you want to remove a selected facility, you can select the associated X.
  4. If you want to remove all selected facilities, you can select the X in the upper-right corner of the Facility box.
 Status 

The order status. Status filter options may vary according to order form type.

The following options for Status are supported in the application:

  • Cancel Order
  • Canceled
  • Hold
  • Hold - For Approval
  • In Process
  • Modified
  • Order Filled
  • Ordered
  • Practice Action Requested
  • Scheduled

See Order Status and Allowable Action List for more information.

Complete the following steps to select order statuses:

  1. Select the Status box. A list of order statuses is displayed.
  2. Select statuses from the list. The statuses are added as filter parameters.
  3. If you want to remove a selected status, you can select the associated X.
  4. If you want to remove all selected statuses, you can select the X in the upper-right corner of the Status box.
 Service Requested The type of service requested. Enter multiple for orders that request multiple services.
 Preferred Location

Release Considerations

The Preferred Location filter is available with Provider Portal 6.1 and later releases.

The preferred location selected on the order form. Applicable only if Preferred Location is available on the order form.
 Order ID

Release Considerations

The Order ID filter is available with Provider Portal 6.1 and later releases.

The order ID number. Use this filter to search for a specific order.

Orders Inbox Filter Actions

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

Carry Forward Filter

If you had a saved Orders Inbox filter in portal version 4.5.1, it was carried forward when your portal was upgraded to the next version. 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-role memberships. You can perform actions on the filter that are specific to each of your group-role combinations. Meaning, the actions you perform on the Orders - Carry Forward Filter under one group-role do not affect the Orders - Carry Forward Filter when you switch to a different group-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.

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

Create and Save Filters

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 applicable) and displays the unfiltered Orders Inbox. 
  3. Use the filter parameters to define your filter. See the Orders 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. 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 next to the Manage button.
  3. Use the filter parameters to modify the filter. See the Orders 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. 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 next to the Manage button.
  3. Use the filter parameters to modify the filter. See the Orders Inbox Filter Parameters topic for more information.
  4. Select Apply. The modified saved filter is applied to the Orders Inbox.
  5. In the upper-right corner of the filters section, select Undo Changes to restore the saved filter. The saved filter is applied to the Orders Inbox.  

Manage Saved Filters

In 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. 
  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.
  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. A filter named Go to Inbox - See All Results is always displayed in plain view on the dashboard. It is in addition to the five saved filters that you can select to see in plain view. See Understand the Inbox See All Results Filter for more information. 

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.
  3. Select Close. The Manage Filters dialog box closes. The dashboard is updated with your 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. In the upper-right corner of the Orders Inbox filters section, select the Saved Filters list next to the Manage button. 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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