Managing the Drop Down Menu in the Patient View

Based on your account role, the Patient View menu has different options available to manage patient lists effectively. Let's explore the differences between Admin and Practitioner views for optimal usage.

Patient View: Admin

The Admin account holds advanced options for managing the clinic's patient list. Follow these steps to navigate the Admin menu:

1. Log in as the Admin Role.
2. Click Patients (top left header).
3. Click the 3 Dot Menu (top right).

Important Note: The Admin menu offers additional actions such as:

• Export Patients
• Import Patients
• Import History
• Show All Patients
• Bulk Invite Patients

Patient View: Practitioner

The Practitioner account provides a streamlined view of the patient list. Use the following steps to explore the Practitioner menu:

1. Log in to the Practitioner Role.
2. Click Patients (top left header).
3. Click the 3 Dot Menu (top right).

Important Note: In the Practitioner menu, you can:

• Show All Patients
• Show Enabled Patients Only

Understanding these roles and their menu differences aids in efficient management and patient list organization, catering to your professional needs within the clinic's operations.