Saved views
Save reusable patient list filters for yourself or the whole practice.
A saved view remembers a list set-up so you can jump back to it instead of rebuilding it every morning. A patient view stores filters, sort order, and columns.
On the Patients page, views live in the dropdown next to the search box.
Built-in views
Every practice starts with four presets: All patients, New this week, No email, and Archived. Presets can't be edited or deleted — they're a starting point for your own views.
Save a view
Set up the list the way you want it: filters, sort, and columns. A dot appears on the view switcher whenever the list differs from the selected view.
Open the view switcher and click Save as new view….
Give the view a name. Tick Share with the whole practice if colleagues should see it too, then click Save view.
A view stores filters, sort, and columns — not the search box. Search is always ephemeral.
Private or shared
- Private views appear under Your views and are visible only to you.
- Shared views appear under Shared for everyone in the practice.
Anyone with access to the patient list can create either kind. You can always update or delete your own views; shared views can additionally be updated or deleted by practice owners and managers.
Update a view
Select the view, adjust the filters, sort, or columns, then open the switcher and click Save changes to "your view's name". If you can't manage that view (for example, a colleague's shared view and you're not an owner or manager), use Save as new view… to keep your variant.
Delete a view
Open the view switcher, hover over the view, and click the bin icon next to its name. Deleting a view never touches any patient data — it only removes the shortcut.
Link straight to a view
Selecting a view puts it in the page URL, so you can bookmark it or send the link to a colleague. If the link points to a shared view, they'll land on exactly the same list.
Saved patient views also appear in Quick search for roles that can open the Patients page.