WELL helps you focus on what you're looking for with ease. The small arrow ▼ throughout WELL indicates where you're able to filter the information you see. Depending on your user permissions, you may only have access to certain filters.
Filtering by Practice
If you're an Enterprise user, you can view all practices associated with your Enterprise. Simply use the menu on the top left side of the screen to choose the practice you wish to view. All of the details (schedule, resources, etc.) within it are unique to the selected practice.
Switching Phone Lines
Once you're in a specific practice, you can switch between phone lines (if the practice has more than one associated). Often, practices use different lines for different purposes. For example, your practice may use one phone line for scheduling, and another for billing. Because these numbers are unique, your practice can carry on multiple conversations with the same patient and this feature allows you to keep the content separate. This separation helps with organization and patient security. For instance, a user with permissions for the main scheduling line does not need to see any details on the practice's billing line.
If you have access to view multiple lines within a practice, you'll notice that if there are also multiple conversations with a patient, the content in each is completely distinct. The status of each conversation can also be different (e.g. one conversation might be open while another is pending). Read more about channel status.
NOTE: Enterprise and Practice Manager users have access to all lines for a given practice. When creating a Staff User, the Enterprise user will determine which lines the user can view. Read more about permissions.
Filtering Within a Practice
Within your Collaborative Inbox, you can filter using the icons along the View Switcher (the dark gray bar to the far left of the screen. From here, you can toggle between Most Recent, Scheduled, and Pinned views depending on what information you need. Most Recent and Scheduled Views each have further filtering options and Pinning allows you to filter selected patients into a single view. Read more about:
Switching Primary Phone Number
Sometimes patients have more than one number which can complicate reaching them. Luckily, within WELL, you can toggle between any number synced with the EMR and select a primary phone number a patient prefers. You can easily edit the primary phone number from the Patient Facesheet by selecting edit and choosing the preferred patient number. The exclamation mark next to a number indicates that it is not a text-enabled line. If the primary number is changed, an event message will be recorded in the channel to indicate to all users when the number was changed and who changed it.