Filter Menu

Various filters can be applied to the list of messages that display when you have selected either the Staff or Patients tab in Mail Manager. The currently selected tab displays in the heading line. The default selection is All dates and All Mail:

Training Tip - Filters are user specific, the last filter applied is saved and the Staff and Patients tabs can have different filters.

To filter by date, select Filter and then select from:

  • All dates - To remove the date filter
  • 1 day - To display all mail on the current day (not 24 hours)
  • 2 days - To display all mail on the current and previous day
  • 1 week - To display mail received in the last seven days
  • 2 weeks - To display mail received in the last 14 days
  • 1 month - To display mail received in the last 31 days
  • Range: - To display a specific date range

To filter by different types of mail, select:

  • All Mail - Select to display all mail. However this is subject to whether you have All (read, completed and actioned) or Active (current) selected on the toolbar.
  • Unassigned Mail - Select to view mail that has not yet been assigned to a patient, see Assigning a Patient for details.
  • Flagged Mail - Select to display mail flagged for attention, see Alerts for details.
  • Outstanding Actions - Select to display mail with actions set by the current user which have not been completed.

To deselect a ticked option, simply select All Mail.

To filter by staff status:

  • View Inactive Staff - Select to view the mailboxes of staff made inactive, inactive staff are differentiated by a greyed-out symbol in the patient list. Any messages for inactive staff are posted to the unallocated mail folder.

The filters can be combined, for example, select both 1 month and Unassigned Mail to view unassigned mail received in the last 31 days.

You can select to view either all unarchived messages or filter out messages that are no longer considered active, see Mail Manager Toolbar for details.

For details on filtering by type of message, see Filtering by type of Message for details, to filter completed messages, see View Menu for details.
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