Note: in order to do part of this, you'll need to assign users to SOAPs. Here's how to do that.

Filtering the Whiteboard

Depending on the number of patients you have in your practice, your Whiteboard can feel a bit overwhelming. To make things a bit more personalized (and easier to digest), you can filter the view in the whiteboard by assigned users.

Filtering by assigned user

  1. Click the 'Filter' icon in the upper righthand corner of the whiteboard

  2. Type in your name (or anyone else's you want to filter by

  3. Select the name from the dropdown

Filtering by assigned user

Filtering by doctor, patient, and/or location

If you want to further filter these results—or just use another filter or two—you can also use the filter icons next to the headings for doctor, patient, and location.

  1. Click the appropriate filter

  2. Type in the name of the person, location, or doctor you want to filter by

  3. Select it from the dropdown

Filtering by doctor

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