View Options

Updated on 06 Dec 2023
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You can change the View Options to customize the layouts of the case list in the Patient/Case Box/Work Box/In Box/Order Box.

Status Filters

Show or hide each filter representing the status of the case. The hidden status filters are not displayed on the screen in the Case Box/Work Box/In Box/Order Box.

You can easily find the case you need with status filters.

You can click the status you want to view to display only cases in that state.
You can select multiple statuses at a time.

For each box, the following filtering options are available:

Box	Status Filters
Case Box	All / Form Only / Need Processing / Scan Completed / CAD / Ordered / Case Completed
Order Box	All / Pending / Canceled / Rejected / Accepted / Shipped / Case Completed
In Box	All / Pending / Canceled / Rejected / Accepted / Ready / Shipped / Case Completed
Work Box	All / Form Only / Need Processing / Scan Completed / CAD / Done

Table Items

Select the items to display in the case list in the Patient/Case Box/Work Box/In Box/Order Box. You can change the order of table items or adjust the table column width in the list view to best optimize for the user environment.

For each box, the following table items are available:

Box	Table Items
Patient	Patient Name / Patient ID / Gender / Number of Cases / Registration Date / Date of Birth
Case Box	Status / Case Name / Date of Birth / Form Information / Last Modified Date / Scanned Date / Order Date / Lab Name
Order Box	Status / Case Name / Patient Name / Scanned Date / Order Date / Lab Name / Requested Delivery Date / Last Modified Date
In Box	Status / Case Name / Order Date / Requested Delivery Date / Last Modified Date / Clinic Name
Work Box	Status / Case Name / Patient Name / Form Information / Last Modified Date / Requested Delivery Date / Scanned Date / Clinic Name / Order Date

View Type

Change the view type between the Gallery View and List View on the Case Box.

For each box, the following view type options are available:

Box	View Type Options
Patient	List View
Case Box	List View / Gallery View
Order Box	List View
In Box	List View
Work Box	List View

Grouping

Select a grouping option to classify and rearrange cases in the list by the selected option.

For each box, the following grouping options are available:

Box	Grouping Options
Case Box	None / Patient Name / Scanned Date / Order Date
Order Box	None / Scanned Date / Order Date / Requested Delivery Date
In Box	None / Order Date / Requested Delivery Date
Work Box	None / Requested Delivery Date

🔎Note

The grouping options are unavailable in the Patient, Case Talk, and Trash Box.

Sorting

Select a sorting option to change the order of cases in the list according to the selected option.

For each box, the following sorting options are available:

Box	Grouping	Sorting Options
Patient	-	Patient Name / Patient ID / Date of Birth / Registration Date / Number of Cases
Case Box	None	Patient Name / Last Modified Date / Scanned Date/ Order Date / Lab Name
	Patient Name	Last Modified Date / Scanned Date / Order Date / Lab Name
	Scan Date	Patient Name / Last Modified Date / Order Date / Lab Name
	Order Date	Patient Name / Last Modified Date / Scanned Date / Lab Name
Order Box	None	Patient Name / Scanned Date / Order Date/ Requested Delivery Date / Lab Name
	Scan Date	Patient Name / Order Date / Requested Delivery Date / Lab Name
	Order Date	Patient Name / Scanned Date / Requested Delivery Date / Lab Name
	Requested Delivery Date	Patient Name / Scanned Date / Order Date / Lab Name
In Box	None	Patient Name / Order Date / Requested Delivery Date / Clinic Name
	Order Date	Patient Name / Scanned Date / Requested Delivery Date / Clinic Name
	Requested Delivery Date	Patient Name / Order Date / Clinic Name
Work Box	None	Patient Name / Last Modified Date / Requested Delivery Date / Clinic Name
Work Box	Requested Delivery Date	Patient Name / Last Modified Date / Clinic Name

🔎Note

The sorting options are unavailable in the Case Talk and Trash Box.

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Filtering and Search

Table of contents

Status Filters
View Type
Sorting