Filter the Inbox List

Overview

Steps

1. Click Inbox.
2. Go to the Search Filters panel on the left.
3. Use Inbox to filter by inbox.
4. Use Transmission Type to filter by source type (ie: SMS, Fax, Voicemail, Upload, etc)
5. Use Document Type to filter by document type.
   1. The document type represents the folders documents go to within your EHR.
6. Use Assignee to filter by user, team, or agent.
7. Use Status to filter by document status.
8. Use any other visible filters you need.
9. Review the updated document list.

Troubleshooting

• If the list looks too narrow, then remove the filters you no longer need.
• If you want to start over, then click Clear under saved searches.