Collection — Browse

Accessing the Collection Browse Tab

When you access a collection, the Browse tab will be activated by default. The majority of the screen is devoted to a list of patients that belong to the collection. If you are viewing an organization collection with All Workspaces selected from the workspace selector, you will also see a sidebar on the left, which contains a list of the workspaces that have a representation of the collection. The list of patients on the right reflects the the patients belonging to the collection from the active workspace.

Managing Workspace Representations (Organization Collections Only)

  1. With the Browse tab activated, press the Edit button at the top of the sidebar.
  2. Use the checkboxes aligned to the right of each row to select the workspaces that should have a representation of the current collection.

    2018-08-31_14-10-45.gif

  3. Press the Save button.
  4. Once you've read and understood the confirmation message, check the confirmation checkbox. If you are removing a workspace representation, you will be asked to type the name of the collection to confirm. Press the Save button to finish.

Note: You must have the Write Collections permission at the organization level to manage to the workspace representations for your account.

Exporting Patients from a Collection

  1. With the Browse tab activated, select one or more patients from the patients table.
  2. Press the Export button from the Selected Patients dropdown located in the toolbar above the table.
  3. Press the Export button to begin the download.

Removing Patients from a Collection

  1. With the Browse tab activated, select one or more patients from the patients table.
  2. Press the Remove button from the Selected Patients dropdown located in the toolbar above the table.
  3. Press the Remove button to confirm.

Note: You must have the Write Collections permission for a workspace to remove patients that belong to that workspace from the current collection.

Creating a New Collection from Selected Patients

  1. With the Browse tab activated, select one or more patients from the patients table.
  2. Press the Create New Collection button from the Selected Patients dropdown located in the toolbar above the table. Please note that this option is not available when viewing an organization collection across all workspaces.
  3. Enter the information for the new collection, and press Create to create the collection.

Note: You must have the Write Collections permission for a workspace to create collections in that workspace.

Adding Selected Patients to an Existing Collection

  1. With the Browse tab activated, select one or more patients from the patients table.
  2. Press the Add to Existing Collection button from the Selected Patients dropdown located in the toolbar above the table. Please note that this option is not available when viewing an organization collection across all workspaces.
  3. Choose a collection from the list, and press Submit to add the patients.

Note: You must have the Write Collections permission for a workspace to add selected patients to collections in that workspace.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.