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Patient Panel Filter

Learn how to use the Patient Panel Filter in Canvas EHR to customize and streamline your patient list view based on specific provider or scheduling criteria.

The Patient Panel Filter - Watch Video

Purpose of this Video

This video walks through how to use the Patient Panel Filter in Canvas EHR to refine the list of patients displayed in your workspace. It’s designed to help providers, nurses, and administrative staff quickly view patients assigned to specific clinicians or filter by visit type, status, or other useful parameters.

What You’ll Learn

  • How to access and apply the Patient Panel Filter in Canvas EHR

  • Viewing patients by provider or care team

  • Filtering patients by appointment type, visit status, or custom parameters

  • Adjusting filters for day-to-day workflow needs

  • Tips for saving filter settings for quick reuse

Key Takeaways

  • The Patient Panel Filter helps tailor your view for efficient patient management.

  • Filters can be customized to display only relevant patients, minimizing clutter.

  • Providers and staff can switch filters quickly to adapt to their workflow.

  • Using filters consistently improves visibility, coordination, and daily efficiency.