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)

With the Browse tab activated, press the Edit button at the top of the sidebar.
Use the checkboxes aligned to the right of each row to select the workspaces that should have a representation of the current collection.
Press the Save button.
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 Update Collections permission on a collection to manage to the workspace representations for the collection.

Exporting Patients from a Collection

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

Removing Patients from a Collection

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

Note: You must have the Remove Collection Patients permission on a collection to remove patients from that collection.

Creating a New Collection from Selected Patients

With the Browse tab activated, select one or more patients from the patients table.
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.
Enter the information for the new collection, and press Create to create the collection.

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

Adding Selected Patients to an Existing Collection

With the Browse tab activated, select one or more patients from the patients table.
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.
Choose a collection from the list, and press Submit to add the patients.

Note: You must have the Add Collection Patients permission on a collection to add patients to that collection.