Provider Tab - Filters and Features

Created by Marissa Jaros, Modified on Thu, 16 Nov, 2023 at 6:11 AM by Marissa Jaros

Provider Tab - Filters and Features


Within your providers tab, you have many filters and features available to make searching and pulling data more easily! We'll go over what each of those features are here! 


Provider Columns

  • The following columns are available for detailed information about each of your providers:
    • Last Name
    • First Name
    • Specialty
    • NPI
    • TIN
    • DEA
    • License
    • Label

Search Field 

  • Within the search field, you are able to search by any details listed under any of the provider columns. 

Example View



Filters Within Columns

  • For each individual column, you have the ability to filter and sort in several different ways.
    • The arrow will allow you to sort by ascending, or descending.
    • The ellipsis will allow you to do the following:
      • Unsort
      • Pin to left
      • Pin to right
      • Filter
      • Hide column
      • Manage columns


If you make changes to more than one column filter, the previous filter or sort option will remain active.

Example View



Other Features

  • Columns
    • Here you can manage your columns by toggling on and off to hide, or show, different columns in your view. 
  • Filters
    • Here you can add filters to your dashboard view. You can add an unlimited amount of filter options. 
  • Density
    • Here you can change the amount of empty space between each provider. 
  • Export
    • You can export a list of your providers by either CSV or print option. 

Example View


Columns



Filters



Density




Export



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