View options

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Change the View Options to customize the layout of the case list in the Case Box/Work Box/In Box/ Order Box.

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Status Filter

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 the shown filters.

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

status_filter-side.png

Available Filtering Options for Each Box:

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
Trash Box Not supported

 

Table Items

Select the items to display in the case list in the 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.

table_items.png

column_label.png

 

View Type

Change the view type between the Gallery View and the List View.

G_vs_L.png

 

Grouping

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

grouping.png

For each box, the following grouping options are available:

Box Grouping
Case Box None, Patient Name, Scanning Date, Order Date
Order Box None, Scanning Date, Order Date, Requested Delivery Date
In Box None, Order Date, Requested Delivery Date
Work Box None, Requested Delivery Date

⚠︎ The Grouping and Sorting options are not available for the Trash Box and Case Talk.

 

Sorting

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

sorting.png

For each box, the following sorting options are available:

Box Grouping Sorting
Case Box None Patient Name, Last Modified Date, Scanning Date, Order Date, Lab Name
Patient Name Last Modified Date, Scanning Date, Order Date, Lab Name
Scanning Date Patient Name, Last Modified Date, Order Date, Lab Name
Order Date Patient Name, Last Modified Date, Scanning Date, Lab Name
Order Box None Patient Name, Scanning Date, Order Date, Requested Delivery Date, Lab Name
Scanning Date Patient Name, Order Date, Requested Delivery Date, Lab Name
Order Date Patient Name, Scanning Date, Requested Delivery Date, Lab Name
Requested Delivery Date Patient Name, Scanning Date, Order Date, Lab Name
In Box None Patient Name, Order Date, Requested Delivery Date, Clinic Name
Order Date Patient Name, Scanning 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
Requested Delivery Date Patient Name, Last Modified Date, Clinic Name

⚠︎ The Grouping and Sorting options are not available for the Trash Box and Case Talk.

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