---
title: Patient Panel Filter
description: Use the Patient Panel Filter in Canvas EHR to organize and view patients by provider, appointment type, or custom settings for efficient navigation.
---

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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.

<https://www.loom.com/share/165a24e2f0a74912ab9b8854d2a07846>

[The Patient Panel Filter - Watch Video](https://www.loom.com/share/165a24e2f0a74912ab9b8854d2a07846)

<https://www.loom.com/share/165a24e2f0a74912ab9b8854d2a07846>[![](https://cdn.loom.com/sessions/thumbnails/165a24e2f0a74912ab9b8854d2a07846-with-play.gif#t=0.1)](https://www.loom.com/share/165a24e2f0a74912ab9b8854d2a07846)

### **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.

- [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#main-content)

    - [Getting Started](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#getting-started)
    - [Canvas EHR Basics](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#canvas-ehr-basics)
    - [Scheduling & Appointments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#scheduling-appointments)
    - [Billing & Payments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#billing-payments)
    - [Clinical Documentation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#clinical-documentation)
    - [Patient Communication & Portal](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-communication-portal)
    - [Patient Records & Management](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-records-management)
    - [Automation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#automation)
    - [System Tools, Utilities, Configurations](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#system-tools-utilities-configurations)
    - [Working with Teams](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#working-with-teams)

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