Using your dashboard filters to create custom automations and patient workflows.

How to set up your dashboard filters to create custom automations and patient workflows.

Written by Jeff Barson

Updated 2 years ago

Configure your dashboard with customized filters and smart segments that allow automate your workflows by seeing patients that meet whatever criteria you set up.

To configure your dashboard segments:

Go to your dashboard
Click on the 'gear' icon just above the patient list
Configure your workflow with Segments, Programs, and Actions

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