Viewing just your Assigned Patients

You may be Assigned patients if you have the appropriate security rights.

AssignOpportunity-YOU

To check whether you have any assigned patients

Locate the Care Manager icon in the workspace bar.

Green highlighting indicates that no patients have been specifically assigned to you.

Red highlighting on the icon indicates that you have assigned patients:

icon_Opportunities_red

To view a list of just YOUR Assigned patients

If the Care Manager icon on the workspace bar displays with red highlights, click the dropdown arrow on the button and select My Assigned Patients:

MyAssignedOpportunities

To return to / redisplay the unfiltered list

De-select the filters:

CareManagerFilter-Deselected

See also...

Using Care Manager

Adding the Care Manager button to the workspace bar

Displaying the Care Manager screen

The Care Manager screen

Watching for Patients who have been assigned to you

Sorting and Filtering the Care Manager List

Assigning Care Manager patients to practitioners

Snoozing (postponing) Care Manager patient treatment bookings

Rejecting Care Manager patient treatment bookings

Contacting patients and booking open treatments

Opening Care Manager open treatments in the Chart tab

Managing open treatments that you Reject

Next >>

Sorting and Filtering the Care Manager List